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Client Services Manager
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$90,000 - $120,000 a year
Full-time
- Supervise Client Services Coordinators and the Front Desk Administrator, overseeing schedules, providing backup, and ensuring adherence to service standards.
- Think escape rooms, scavenger hunts, or volunteer outings.)
- Act as the quarterback for onboarding new advisors by working with the advisor, broker/dealer and service team for seamless book of business transitions.
- Maintain the integrity of the CRM and RJ Box systems, ensuring data accuracy and security.
- Generate departmental reports for data integrity, CRM usage, new business, and other key metrics.
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