Relationship & Client Support Manager

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    "requisitionDescription": "<div><div><div><div><div><div><div><p><span style=\"font-size: 16px;\"><strong>Purpose:</strong></span></p><p><span style=\"font-size: 16px;\">The Relationship and Client Support Manager leads the client support and audit team and acts as a liaison between the client-facing advisory teams and the platform operations team. &nbsp;The client support and audit team is responsible for ensuring the timely and accurate creation of new accounts and maintenance of existing accounts. &nbsp;The Manager will be held accountable for: 1) setting a high standard for responsiveness to requests, 2) ensuring accuracy of deliverables and minimizing errors, and 3) adhering to information security standards.&nbsp;</span></p><p><span style=\"font-size: 16px;\"><strong>Responsibilities:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Build and manage a high-functioning Client Support Team with a core focus on Operational Excellence in account creation, maintenance and auditing.</span></li><li><span style=\"font-size: 16px;\">Work closely with Regional Managers and Advisors as the primary operational and relationship resource to ensure seamless client experiences.</span></li><li><span style=\"font-size: 16px;\">Provide strategic insight into the development of efficiencies targeted at maximizing productivity per employee and value-add from existing systems, processes, and personnel.</span></li><li><span style=\"font-size: 16px;\">Work closely with key Subject Matter Experts (SMEs) to ensure consistency and accuracy and measure productivity improvements to core processes. &nbsp;</span></li><li><span style=\"font-size: 16px;\">Lead and provide timely solutions to client support and audit issues utilizing Root Cause Analysis processes and Just Culture principles.</span></li><li><span style=\"font-size: 16px;\">Prepare and present deliverables to departmental directors and other team members, as requested</span></li><li><span style=\"font-size: 16px;\">Oversee the hiring, training, professional development including compensation progression, of all personnel within the Client Support and Audit Team.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Support the partner integration process through efficient digital paperwork preparation and processing by adherence to the new client core process for clients, onboarding advisors, and outside firms.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Oversee and structure regular audits tied to the investment and trading platform and oversee continuous improvements and firmwide understanding.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Work closely with department directors including Information Technology, Partner Integration, Portfolio Management and Human Resources.</span></li><li><span style=\"font-size: 16px;\">Develop, lead, and manage critical projects via team of analysts&nbsp;</span></li><li><span style=\"font-size: 16px;\">Comply with company-wide policies and SEC regulations</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Knowledge, Skills and Abilities:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Ability to quickly develop rapport and build trusting relationships.</span></li><li><span style=\"font-size: 16px;\">Proven success at holding others accountable to accomplishing time-based objectives.</span></li><li><span style=\"font-size: 16px;\">Effectively present and communicate material in a manner that is compelling, creditable, &amp; easily understood.</span></li><li><span style=\"font-size: 16px;\">Project management skills and ability to manage and maintain core processes.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Excellent verbal and written communication skills&nbsp;</span></li><li><span style=\"font-size: 16px;\">Understanding of complex transactions and financial models</span></li><li><span style=\"font-size: 16px;\">Self-driven, independent, adaptable, and creative problem-solving&nbsp;</span></li><li><span style=\"font-size: 16px;\">Proficient in Microsoft Office suite</span></li><li><span style=\"font-size: 16px;\">Series 65 (preferred)&nbsp;</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Education and Experience:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Bachelor&#39;s degree in business or related field preferred</span></li><li><span style=\"font-size: 16px;\">5+ years of managing support service or related professionals</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Equipment Used:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Standard office equipment</span></li><li><span style=\"font-size: 16px;\">CRM software (Salesforce)&nbsp;</span></li><li><span style=\"font-size: 16px;\">UMA Platform (Orion)</span></li><li><span style=\"font-size: 16px;\">Microsoft Office Suite</span></li><li><span style=\"font-size: 16px;\">Cloud-based storage software</span></li><li><span style=\"font-size: 16px;\">Video conferencing software - Zoom&nbsp;</span></li><li><span style=\"font-size: 16px;\">Expense reporting software&nbsp;</span></li></ul><p><span style=\"font-size: 16px;\"><strong>Hours:</strong></span></p><ul><li><span style=\"font-size: 16px;\">Monday through Friday; 8 AM to 5 PM&nbsp;</span></li><li><span style=\"font-size: 16px;\">Periodic travel will be required.&nbsp;</span></li><li><span style=\"font-size: 16px;\">Periodic work outside of regular business hours will be required.&nbsp;</span></li></ul></div></div></div></div></div></div></div>\n",
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