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
Job Description We’ve made a lot of progress since opening the doors in 1942, but one thing has never changed...
Apply For This JobMercedes-Benz of San Diego, a Penske Automotive Group dealership, is looking for an experienced Finance Manager to join our team...
Apply For This JobJob Description JOB SUMMARY The Financial & Profitability Analyst drives innovative solutions to maximize unit-level profitability (pre-debt cash flow). They...
Apply For This JobGOLDLEAF’s mission is to serve our community by being the premier cannabis company in the industry. We are a collection...
Apply For This JobJob Description Regional Finance is hiring! We are looking for talented and driven individuals to join our team. We are...
Apply For This JobOur client, a leading global manufacturer, is hiring for an Accounting Analyst to join there growing accounting team. This a...
Apply For This Job