Client Service Manager - Wealth Management

Summary:

The incumbent will be responsible for processing client requests, resolving inquires and

documenting key client information. The role will take care of onboarding new client accounts

and maintaining their documentations.

Job Responsibilities:

• Maintain existing client relationships through the processing of client requests,

resolving client inquiries, and making sure key client information and documentation is

up to date.

• Conduct outreach to maintain strong relationships with client base and identify Firm

services and solutions, such as digital, online access and cash management offerings,

that support clients needs.

• Onboard new client accounts, which includes the collection of required documentation

and client information.

• Support the teams marketing strategy by maintaining marketing materials, including

digital and social media platforms, and planning client events and seminars.

• Prepare financial reports, spreadsheets, and other materials for client meetings.
• Regularly seek opportunities to use firm resources for peer sharing and collaborating

with Financial Advisors.

• Proactively participate in firm initiatives directed by local management.
• Actively engage in available training and education programs to maintain current status

on policies, procedures and risk awareness.

• Input orders on behalf of Financial Advisor.
• Perform administrative duties that support Financial Advisors in daily business

practices, including but not limited to, telephone coverage, business travel

arrangements, coordination of client meetings, prepare travel & expense reports, and

file & calendar maintenance.