Client Services Manager

Our client is a rapidly growing firm! They are currently looking to hire a Client Services Manager to join the team. This is a great opportunity for an experienced individual to join an established firm.

Salary/Hourly Rate:

$110,000 – $115,000 + bonus

Position Overview:

The Client Services Manager will partner closely with the Client Service Lead on daily operations for a variety of clients. The Client Services Manager should be self-motivated and is strong at building relationships. This Client Services Manager must have 4-7+ years of financial management experience.

Responsibilities of the Client Services Manager:

• Manage client service, daily operations, and a variety of ad hoc projects
• Oversee the coordination, implementation, and completion of a variety of disparate services for clients
• Review letters of instruction, accountant applications, manager agreements, and fund subscription documents
• Oversee quarterly reporting process and create client letters
• Build relationships both internally and externally
• Offer solutions to a variety of client needs
• Serve as a mentor for the Associates and Senior Associates on operational duties
• Manage and coordinate workflows

Qualifications for the Client Services Manager:

• 4 to 7+ years of financial management experience
• CFP or CFA is highly preferred
• Strong analytical, quantitative, and problem-solving skills are required
• Demonstrated direct client experience is required
• Understanding of investments including mutual funds, separately managed accounts, and alternatives is preferred

Education Requirements:

• Bachelor’s degree in Business, Finance, Accounting, or Economics is required

Benefits:

• Client provided benefits, 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