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CAPTRUST · 6 hours ago

Wealth Client Service Manager

Leawood, KS

Full-time

Onsite

Senior Level

5+ years exp

CAPTRUST is seeking a Wealth Client Services Manager who will lead a team of client service representatives to deliver exceptional, proactive service to valued client relationships. The successful candidate will supervise a client services team focused on working with clients in the Wealth Management division.

ConsultingCustomer ServiceFinancial ServicesRetirementWealth Management

Responsibilities

Lead a team of 12 to 20 client service team representatives responsible for delivering exceptional, proactive service to valued client relationships

Build an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levels

Assist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiries

Sets expectations for client service team representatives to monitor metrics and service standards

Contributes to initiatives supporting and advancing the overall client experience

Inspire, mentor, and foster growth with client service representatives to achieve professional development

Shares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvement

Encourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnership

Manage team goals and objectives

Performs other duties and special projects as required; may travel 25%

Qualification

Client service managementInvestment industry knowledgeTeam leadershipMicrosoft Excel proficiencyAnalytical thinkingCommunicationOrganizational skillsProblem-solving