Description
Summary:


Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.


Client Responsibilities

+ Works with clients to open and/or service portfolio accounts per request of Wealth Advisor

+ Attend meetings with clients as needed


Team Responsibilities

+ Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices

+ Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient

+ Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up

+ Provide routine updates during Advisor Team Meeti...