Client Services Representative

• Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
• Maximize talent via employee development and coaching
• Facilitate a strong team culture and the sharing of best practices across an office or team
• Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
• Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
• Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
• Ensure an exceptional client experience in the office/team
• Act as a local contact for any operational issues or challenges
• Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
• Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
• Directly impact growth and client retention and monitor progress toward team goals
• Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions
• Coordinate team meetings and events
• Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
• Support Branch Operations on new projects and initiatives
• Support Learning and Development on Client Service Specialist trainings
• Office management responsibilities as assigned

Manager, Client Service

Client Support Coordinator I

Senior Executive, Client Services

Client Services Manager

Client Services Manager