Client Services Manager; Operations and Client Support Associate

Client Services Manager (Operations and Client Support Associate)
Chapel Hill, NC

We are currently seeking a talented and dedicated Client Services Manager (Operations and Client Support Associate) for a great opportunity in Chapel Hill, NC. The ideal candidate will possess 7+ years of experience in a similar role in finance, education, healthcare, legal, or similar industry.

About Our Client:

• A collaborative, supportive team culture where everyone’s contributions are valued.
• Opportunities for professional growth in a dynamic and evolving industry.
• A balanced work-life environment, with reasonable hours and a focus on well-being.
• Health Insurance
• Paid Time Off
• Paid Holidays
• 401(k)
• Flexible Spending Account
• Performance-based incentives
• Group Long-Term Disability Insurance
• Continuing Education and Tuition Assistance

• CLIENT RELATIONS:
  Acts as a primary liaison for high-net-worth clients, investment professionals, and other members of the operations team to provide clients with a personalized, high-touch service experience.
• Coordinates, prepares, mails, and processes client onboarding documents and returned documents from clients, including agreements, transfer paperwork, account maintenance requests, communications, etc. with professionalism and accuracy. Assists in the preparation of client meeting materials, performance reporting, management fee calculation, and the preparation and mailing of quarterly reporting packages.
• ACCOUNT MAINTENANCE:
  Acts as primary liaison with our custodians and class action recovery claims litigation vendor. Verifies that service requests on behalf of our clients are properly and timely executed. Handles account maintenance tasks such as transfers of assets, cashiering, RMD processing, changes of address, and other account-related tasks.
• OFFICE OPERATIONS:
  Responsible for opening and closing the Chapel Hill office for daily operations. Effectively manages phone calls and emails from clients, CRM action items, and other tasks as assigned. Creates and maintains client files utilizing internal systems, including Docu Sign, Wealthbox CRM, and Addepar reporting databases. Acts as a “Super User” for Docu Sign and Wealthbox CRM platforms. Maintains internal reports and documentation for team meetings.
  
  Assists with projects related to client service or internal business operations as requested. Handles client and vendor escalations with care, resolving issues efficiently and minimizing client inconvenience.

• 5+ years of experience in a operations role in finance, education, healthcare, legal, or similar industry is required.
• Bachelor's Degree is required.
• A polished demeanor, high emotional intelligence, and the ability to represent the firm confidently and competently is required.
• Strong understanding of investment management vocabulary, financial products, and client-service best practices is desired.
• Proficiency with CRM platforms, Docu Sign, and portfolio management systems (e.g., Addepar) is desired.
• Strong operational background is strongly desired.