Linscomb Wealth - Client Service Associate Manager

LW
- Client Service Associate Manager page is loaded## LW
- Client Service Associate Manager remote type:
Office locations:
Houston, TXtime type:
Full time posted on:
Posted Todayjob requisition :
R0072076#
** Description
* **
* Summary:

** Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments.

Client Responsibilities
* Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
* Attend meetings with clients as needed

Team Responsibilities
* Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
* Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
* Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
* Provide routine updates during Advisor Team Meetings and firm staff meetings on matters related to Client Service
* Work to ensure there is strong communication between Client Service and all other departments, particularly, Operations and Wealth Advisory
* Complete performance reviews and work with Client Service team members on personal development, training, goals, etc.
* Develop a system of quality controls and review for Client Service, particularly for the onboarding and new accounts process
* Work closely with internal teams to continue ongoing digital transformation

Firm Responsibilities
* Understand and support the firm’s vision, mission, and strategy
* Identify department goals, priorities and timelines, working in conjunction with firm goals and long-run, strategic plan
* Ensure a strong team culture, high degree of communication, collegiality, excellent service and execution
* Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients
* Comply with all the firm’s HR and Compliance policies

Degrees and Designations
* Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, prefer ably with a degree in business, finance or a related field
* No certificates or licenses required

Experience Requirement
* 10+ years of experience in the area of Client Service
* Prior leadership/management experience preferrable
* Prior experience with Fidelity, Schwab custodial platforms
* Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)
* Experience with CRM and Portfolio Accounting System, and Document Management software is a plus Skills Required
* Superior organizational and time management skills and ability to multitask under pressure
* Strong attention to detail, accurate compilation of information, while adhering to internal deadlines
* Excellent interpersonal communication skills, both verbal and written
* Proactive, strong work ethic and stable work history
* Professional appearance and demeanor
* Ability to work well in a team environment
* High attention to detail and timely follow-through

Supervisory Responsibilities:

* Manages the Client Service Team
* Is responsible for the overall direction, coordination, and evaluation of these employees
* Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws
* Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems
** Exempt Status: (Yes** = not eligible for overtime pay) (
** No** = eligible for overtime pay)
Yes
**…