Client Services Manager at The Investment Counsel Company
Overview
The Client Services Manager leads high-net-worth client relationships collaborating with Investment Consultants and firm leadership. This role requires ownership accountability and fosters a positive workplace environment. It emphasizes teamwork and shared success.
What You'll Do11
- 1Provide highest level investment service as primary client contact
- 2Manage client requests and document activities in CRM
- 3Supervise portfolio management according to IPS
- 4Lead client onboarding including document preparation and transfers
- 5Prepare and communicate trade orders to trade department
- 6Review and approve processed trades and manage fund transfers
- 7Process daily client cash positions and deposits
- 8Establish and transition client accounts with proper documentation
- 9Prepare meeting materials and ensure follow-up tasks are completed
- 10Participate in client and investment committee meetings
- 11Maintain compliance with regulatory policies and procedures
Requirements10
- 1Bachelor’s Degree required
- 2CFP® certification preferred but not required
- 3Ability to solve problems and follow up details accurately
- 4Strong written and verbal communication skills
- 5Exceptional planning and organizational abilities
- 6Experience with custodial platforms preferred
- 7Proficiency in Microsoft Excel
- 8Knowledge of portfolio accounting software
- 9Commitment to dynamic fast-paced environment
- 10Willingness to pursue CFP® certification with firm support
Salary Insight
$80 - $105k per year
Location
Required Skills
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