Manager, Client Services

About This Role

Lead a fast-paced client services team, delivering world-class customer experience and building client loyalty. Drive process optimization and foster innovation to resolve complex client needs in the financial services sector.

Responsibilities

• Serve as the primary point of contact for clients, developing strong trust-based partnerships
• Manage escalations for partner firms and end investors, ensuring timely and effective solutions
• Support inquiries related to Brokerage Operations by collaborating with internal teams to resolve client issues
• Ensure strict adherence to established procedures and security protocols to safeguard customer information and assets
• Drive improvement initiatives by streamlining manual processes while participating in cross-functional projects
• Maintain ownership of key supervisory processes, ensuring compliance and operational standards are consistently met
• Create and maintain system documentation to enhance clarity in workflows and operational consistency
• Contribute to cross-company initiatives by sharing insights and improving alignment between teams

Requirements

• 5+ years of experience in client services, relationship management, or comparable role within financial services industry
• Proven track record of resolving escalated client concerns and delivering high-touch service in a fast-paced environment
• Strong interpersonal and communication skills
• Superior analytical abilities with advanced problem-solving capacity
• Excellent project management and organizational skills
• Proficiency with Microsoft Office 365 Suite

Qualifications

• Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience
• 5+ years of experience in client services, relationship management, or a comparable role within the financial services industry

Skills

* Required skills

Benefits