Director of Client Services – Financial Advisor Marketing Agency

Are you an experienced client services leader ready to elevate the client experience while driving agency growth and efficiency?

A marketing agency specializing in financial advisor marketing seeks a Director of Client Services to oversee service delivery, foster client trust, and lead a talented team.

Remote. Quarterly travel to meet with leadership will be required.

Flexible schedule. 30+ hours per week

• Oversee delivery of all of our services and service team.
• Ensure client satisfaction by overseeing the quality and timeliness of service delivery, including ad campaigns, funnels, marketing strategies, and creative outputs.
• Ensure profitability of the services we provide.
• Act as the primary point of contact for high-value clients, addressing escalations and maintaining strong relationships.
• Develop and refine processes to improve client onboarding, project management, and ongoing communication.
• Keep track of team workload, performance, and assignments.

• Work directly with the CEO to set client service goals aligned with agency revenue and profitability targets.
• Strategize on improved and new services for our clients to stay a leader in the industry.
• Create case studies based on successful clients to assist marketing and sales with new client acquisition.
• Provide data-driven insights on client performance to inform strategic decisions.
• Provide data-driven insights on team performance to inform strategic decisions.
• Make strategic hiring decisions for the client services departments.

• Lead and manage the client services team, including account managers, strategists, and support staff.
• Foster a culture of accountability, continuous learning, and high performance within the team.
• Conduct performance reviews and set individual goals.
• Elevate team members through mentorship and coaching.
• Train new team members on our processes and services.

• Develop and implement streamlined workflows for project management, resource allocation, and client communication.
• Monitor resource utilization and profitability metrics to ensure projects meet financial targets.
• Oversee hiring, onboarding, and training of team members in collaboration with HR and the CEO.

• Stay informed on marketing industry trends, tools, and best practices to position the agency as a leader in marketing and client service excellence.
• Stay informed on wealth management industry trends, tools, and best practices to position the agency as a leader in the wealth management industry.
• Represent the agency at industry events, webinars, or conferences to build credibility and network with potential clients.

• Identify upselling and cross-selling opportunities within the existing client base.
• Develop retention strategies and processes to increase client lifetime value and reduce churn.
• Monitor key metrics like Net Promoter Score (NPS), client retention rates, and revenue growth from existing clients.

• Proactively identify potential risks or issues with client projects and develop mitigation strategies.
• Act as the key decision-maker during client-related crises to resolve issues efficiently and maintain trust.

• 5-10 years of experience in marketing agencies, client services, or account management roles.
• Strong leadership and interpersonal skills to inspire teams and build client trust.
• Ability to mentor and train team members, fostering skill development and knowledge-sharing across the team.
• Proven leadership ability with direct experience managing teams and driving…