Client Services Manager
Robert Half Finance & Accounting
Description
Job Posting – Client Services Manager – Wealth Management Industry
Our client, a well established Wealth Management firm, in the Twin Cities is seeking a proven Client Services Manager to join their firm. In this position you will be responsible for Compliance, Operational Management, Business Plan development, new employee onboarding, and other location development responsibilities. This position is essentially providing oversite for the firms continued growth. The position requires a series 9/10 or 24 (or the ability to be licensed quickly), 3+ years’ experience in wealth management and a well-rounded background in the industry. Our client offers a compensation package with a base salary $80,000-$110,000 (depending on experience and licensing), excellent benefits and excellent career development opportunities. If you are interested in joining this small family culture firm please contact Douglas Rickart on LinkedIn, call Doug at 612-249-0330 or apply through the link provided.
Requirements • Minimum of 3 years experience in a client services managerial role
• Proven expertise in Client Relations
• Strong knowledge in Compliance and Compliance Audit
• Demonstrated ability in Client Intake
• Experience in creating and implementing Business Plans
• Proficiency in Operations Coordination
• Prior experience in Branch Administration
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