Director of Client Services
Greater Philadelphia Area
ISC’s team of Financial Services Recruiters has been retained to secure a Director, Client Services for a Global Investment Firm to drive the delivery of exceptional client service and highly customized investment solutions for UHNW individuals as well as endowments and foundations.
The firm is looking for a seasoned Client Services Leader to lead the department and provide strategic direction and leadership for day-to-day client servicing initiatives, process optimization and integration efforts, and employee development. This is a highly visible cross functional role which will require collaboration with both internal and external stakeholders with a keen focus on process improvement, developing an infrastructure for scalable growth, and employee development.
Requirements:
- Bachelor’s Degree Required.
- Minimum of 12 years’ experience in financial services – wealth management
- Minimum of 3 years management experience with a focus on employee development.
- Strong Project Management skills.
- Exposure to Trusts and Estates preferred.
- Excellent communication skills, written and verbal, with internal and external stakeholders are essential to this role.
Rewards:
- Rapidly growing and well-established organization.
- High visibility to Executive Leadership with opportunities to expand the position and continued professional development.
- Competitive base, bonus, and compensation structure with excellent benefits.
Responsibilities:
- Provide strategic oversight and guidance for all Client Service Workflows.
- Manage escalated issues and action appropriate responses.
- Serve as process owner for money movements and billing ensuring accuracy and timeliness.
- Lead projects to improve internal process efficiencies leveraging technology and optimizing team strengths.
- Serve as a subject-matter-expert for all M&A integration support to ensure seamless transition for clients and associates.
- Actively manage team’s workloads and capacity.
- Develop direct and indirect reports through recruiting, mentoring/coaching, and continued education while ensuring workforce planning is in place.
