Client Services Manager

Our client is on the hunt for a Client Services Manager. If you are looking for a fast-paced environment and professional development opportunity, then this is the position for you!

Salary/Hourly Rate:

$100k – $115k

Position Overview:

The Client Services Manager will serve as a central point of contact for clients. They will work with clients to understand goals and expectations. The Client Services Manager will address client concerns independently and respond to inquiries promptly.

Responsibilities of the Client Services Manager:

• Review and process client documents, ensuring proper organization and collaboration with the Capital Markets Group.
• Prepare materials for client meetings, including PowerPoint presentations, and oversee quarterly reporting.
• Write customized client letters as needed and serve as a resource for accountants, banks, investment managers, and other professionals.

Qualifications for the Client Services Manager:

• 4+ years of experience with financial services management.
• Strong verbal and written communication skills.
• Excellent time management and organizational skills.
• Ability to build relationships and work with different personalities.

Education Requirements:

• Bachelor’s degree required.

Benefits:

• Client-provided benefits available, upon eligibility.

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As a woman-owned firm, we value diversity. We are an equal opportunity and affirmative action employer and will consider all applications without regard to race, sex (including gender, pregnancy, sexual orientation and gender identity), age, color, religion or creed, national origin or ancestry, veteran status, disability (physical or mental), genetic information, citizenship or any other characteristic protected by law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Candidates who apply for roles through the Atrium website will be added to our candidate pool and may be considered for additional roles of a similar title. Please contact us to request an accommodation.
EOE/M/F/D/V/SO