About This Role
The Client Services Manager is a crucial position in our organization, responsible for the efficient and professional management of client service operations.
This role works closely with financial planners, paraplanners, and administrative staff to deliver an exceptional client experience, ensuring seamless client outcomes through collaboration.
We are seeking an experienced Client Service Manager with at least 3 years of experience working in a financial advisory firm, possessing proactive problem-solving skills, strong written and verbal communication skills, and a high level of attention to detail.