Jobs & Volunteer Opportunities Find a BusinessLocate a local business for all your business needs using the interactive Map or Member Directory below. Return to ListingWealth Client Service ManagerCAPTRUST Lakeside-Chesterton, INFull-TimeFinance16 days agoResponsibilitiesLead a team of 10 to 15 client service team representatives responsible for delivering exceptional, proactive service to valued client relationshipsBuild an intentional, purposive relationship with financial advisors, consistently requesting feedback on client service teammates and overall service levelsAssist client service team representatives and financial advisors with complex issues and projects including client related assignments, projects, and inquiriesSets expectations for client service team representatives to monitor metrics and service standardsContributes to initiatives supporting and advancing the overall client experienceInspire, mentor, and foster growth with client service representatives to achieve professional developmentShares ideas and awareness regarding client matters with peers and colleagues to contribute to company initiatives and to maintain a focus of continuous improvementEncourage collaboration with colleagues within and outside of the client service department to cultivate a spirit of teamwork and partnershipManage team goals and objectivesPerforms other duties and special projects as required; may travel 25%RequirementsQualificationsMinimum Qualifications:5-7 years’ experience working in client service in the investment advisory, brokerage, or financial services industry2 years management experience or equivalent leadership experience; 4+years management experience preferred Desired Qualifications/Skills:Ability to thrive in a fast-paced environment and contribute to ideas that support growthExcellent working knowledge of investment industryExperience working with administration of individual investment accountsPrioritization skills: ability to manage many time-sensitive tasks simultaneouslyExtremely organized; keeps accurate and detailed recordsStrong proficiency with Microsoft Excel, Word, and PowerPoint; ability to design spreadsheets using formulas, linking cells, and graphing functionsExcellent math skills and the ability to grasp financial/investment conceptsAnalytical thinker and problem-solverLocation3100 Village Point Unit Chesterton, IN 46304Contacthttps://careers-captrust.icims.com/jobs/1775/wealth-client-service-manager/jobShare this job ShareTweetChamber Members | Chamber Events Calendar | Member Account | Community Events Calendar | Job Postings & Volunteer Opportunities | Member Promotions | Member News | Request Information Upcoming EventsThu21 Chamber Show with WIMS Radio AM 1420Nov 21st @ 8:45 AMThu21 Ribbon Cutting: Elegant Reflections Med SpaNov 21st @ 12:00 PMThu28 Thanksgiving Day- Office ClosedNov 28th @ 8:00 AMFri29 Observance of Thanksgiving- Office ClosedNov 29th @ 8:00 AMTue3 Coffee ConnectionsDec 3rd @ 8:00 AM 2024 Visionary, Stakeholder, & Leader Member Investors
