Our esteemed client is seeking a leader for their Professional Services team. The team provides timely and accurate administrative services to support independent financial advisors. The goal is to support advisors with focus on building relationships with clients. Responsibilities include core administrative tasks such as client data gathering, paperwork processing, financial plan preparation, and client meeting support. Each task follows a detailed workflow to ensure timely and consistent completion.
The Relationship Care Team Services Manager will play a crucial role in managing the administrative services team while also performing core administrative functions. This role requires hands-on involvement in daily operations, team leadership, and maintaining high service standards. Strong organizational, leadership, and communication skills are key, as well as a passion for delivering top-tier service.
Responsibilities:
Complete administrative service requests efficiently and accurately.
Lead weekly team huddle meetings to ensure alignment and progress tracking.
Provide regular reports to leadership, measuring service effectiveness.
Oversee the onboarding and transition process for new financial advisors.
Manage team resources, ensuring proper allocation and project management.
Communicate with financial advisors to update them on ongoing requests and projects.
Qualifications & Skills:
Minimum of a Bachelor's Degree required.
3-5 years of experience in the financial services industry, with a background in administrative or financial planning support preferred.
Strong verbal and written communication skills, with the ability to engage effectively with advisors.
Excellent interpersonal and relationship-building abilities.
Knowledge of operational functions, including customer service and productivity.
Strong analytical skills and quick adaptation to new software and technologies.
Exceptional attention to detail and a commitment to task completion.
Experience with financial service technologies such as Precise FP, eMoney, Riskalyze, Orion, Docupace, Salesforce is preferred but not required.