Client Services Manager

Mitchell Martin

McLean, VA

JOB DETAILS
SALARY
$105,000–$150,000 Per Year
SKILLS
Business Plan, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM), Customer Service Management, Customer Support/Service, Delivery Management, Documentation, Financial Planning, Financial Services, Leadership, Maintain Compliance, Mentoring, Onboarding, Operations Management, Performance Reviews, Process Improvement, Productivity Management, Service Delivery, Staff Development, Talent Management, Team Lead/Manager, Training/Teaching, Wealth Management
LOCATION
McLean, VA
POSTED
1 day ago
Title: Client Services Manager 

Location: McLean,VA
Employment Type: Full Time

Compensation:
Pay Range:$150,000 Per Year

Description
Join our team in McLean, VA as a full-time leader in client services. 
This role involves managing service delivery, enhancing client experiences, and ensuring operational efficiency. 
Experience in wealth management and proficiency in generic CRM and financial platforms are essential.

Key Responsibilities
Oversee and manage service delivery for financial advisors and clients with a team.
Ensure compliance and maintain an audit-ready state of client services documentation.
Facilitate training and development of employees and interns on client services functions.
Identify and implement process improvements to maximize productivity.
Lead, mentor, and supervise a team, including conducting performance reviews.

Qualifications
Bachelor's degree in Business, Financial Planning, or a related field.
5-10 years of experience in the wealth management or financial planning sector.
Client-focused with strong communication and relationship-building skills.
Strong leadership and talent development capabilities.
Proficiency with generic office software and financial platforms.

Core Technologies
Microsoft Office Suite | Salesforce | Generic Financial Platforms

Contact Authorization:
By applying for this job, you agree to receive AI-generated calls, text messages, and/or emails from Mitchell Martin Inc and its affiliates and contracted partners at various frequency through traditional and automated methods. Message and data rates may apply for texts. Carriers are not liable for delayed or undelivered messages. You can access our privacy policy here https://www.mitchellmartin.com/privacy-policy  

Benefits:
Learn more about our benefits offerings here https://www.mitchellmartin.com/careers/benefits-perks  

Onboarding Expectations:
Learn more about our Onboarding Process here https://youtu.be/rjV_NFYjyY4  

EEO Statement:
Learn more about our EEO policy here https://www.mitchellmartin.com/eoe-statement 

About the Company

M

Mitchell Martin

OUR FOCUS IS GROWTH

It’s not just about filling job openings.  It’s about enabling growth and inspiring success.  That’s what we do.

Mitchell Martin is one of the nation’s largest staffing companies, with offices throughout the US as well as in India and the Philippines.  We help drive success for both people and companies by helping them achieve positive growth.   We do this by building strong relationships and developing a deep understanding of the people we work with, in order to facilitate the best matches for both sides of the equation.    

COMPANY SIZE
100 to 499 employees
INDUSTRY
Staffing/Employment Agencies
FOUNDED
1984
WEBSITE
https://www.mitchellmartin.com