Manager, Client Service (Morristown, NJ)

Job Summary:

The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.

Responsibilities:

• People Management
  • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
  • Maximize talent via employee development and coaching
  • Facilitate a strong team culture and the sharing of best practices across an office or team
  • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
  • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
• Operations Management
  • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
  • Ensure an exceptional client experience in the office/team
  • Act as a local contact for any operational issues or challenges
  • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
  • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
• Leadership
  • Directly impact growth and client retention and monitor progress toward team goals
  • Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions
  • Coordinate team meetings and events
  • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
  • Support Branch Operations on new projects and initiatives
  • Support Learning and Development on Client Service Specialist trainings
  • Office management responsibilities as assigned

Requirements:

• Education: Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
• Experience:
  • Minimum 2 years of financial industry related experience
  • Minimum 2 years of client-facing experience
  • Experience with interacting with individuals at all income levels in a professional and confidential manner
• Certifications:
  • Notary designation a plus
• Job Skills:
  • Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
  • Excellent verbal, written, analytical and organization skills
  • Technical and analytical training and ability to multi-task and manage multiple projects at once
  • Proficiency with financial planning software, Salesforce and MS Office Suite
  • Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:

Monday through Friday, 8:00AM – 5:00PM.

Working Conditions:

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.