Position / Title: Director of Client Service (DCS)
Position Reports to: Managing Director, Private Client Group
Compensation & Benefits: Attractive compensation plan with generous healthcare and retirement benefits
Desired Candidate will possess:
· 7+ years of equivalent financial services industry experience required. Must be proficient in Microsoft Office, including Word and Excel and CRM applications. Working knowledge of FactSet, Bloomberg and/or Vestmark or other trading or portfolio management systems a plus.
· A Bachelor’s degree is required. Advanced Degree(s) in Economics, Finance, Business, or related field is preferred.
· Series 65 License Required
· Excellent customer service skills
· Must Possess the following Functional Competencies:
Position Description Director of Client Services:
The primary role of the Director of CS:
This position is responsible for overseeing all aspects of the client service group, including managing, and coaching their team, developing, and enhancing client service strategies and ensuring that clients receive exceptional service at every touch point within the company and ensuring the client service group is operating effectively and delivering on the company’s overall mission and goals.
Duties & Responsibilities of Director of Client Services:
The successful DCS will balance the following key responsibilities:
Other Duties:
Job Type: Full-time
Pay: $75,000.00 – $95,000.00 per year
Benefits:
Schedule:
Ability to commute/relocate:
Education:
Experience:
Work Location: One location
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