Director of Client Services

LHH is looking for an Office and Client Services Manager for a direct hire job opportunity in Cornelius, NC! The ideal candidate has experience within a financial services environment and is detail-oriented, comfortable with technology, and committed to delivering outstanding service.

• Act as the initial point of contact for clients, addressing inquiries and fostering a positive experience.
• Coordinate meetings and maintain a structured calendar to support client interactions.
• Handle administrative functions such as billing, account updates, and document organization.
• Manage client distributions, including recurring payments and regulatory requirements, with accuracy and timeliness.
• Assist with compliance‑related documentation and support regulatory processes.
• Use internal systems to manage client data, reporting, and billing workflows.
• Provide day‑to‑day support to leadership, especially around technology and operational tasks.
• Offer general administrative assistance to the advisory team.
• Lead service delivery efforts, ensuring clients receive proactive and personalized support.
• Enhance client engagement processes and uphold high standards of service.
• Collaborate with internal teams to improve service models and support strategic goals.
• Monitor compliance, manage expenses, and track performance metrics.

• Experience in financial services, particularly in wealth management or advisory settings, is highly desirable.
• Understanding of industry regulations and compliance standards.
• Proficiency in Microsoft Office tools, including Excel, Word, Outlook, and PowerPoint.
• Familiarity with CRM and portfolio management platforms is a plus.
• Willingness to obtain a Series 65 license if not already certified.
• Strong organizational skills and attention to detail.
• Comfortable with technology and able to assist others in using digital tools effectively.

Associate

Full‑time

Administrative, Customer Service, and Finance

Financial Services and Investment Management

Location:

Cornelius, NC | Salary: $75,000 – $90,000