Head - Client Servicing - Wealth

Head of client servicing - Wealth help ensure clients receive exceptional service while the business's sales goals are supported. They work directly with clients as well as overseeing a team of Client Service Representatives. They work to develop and implement client service strategies that will increase sales while providing a positive experience for all clients. Client Services Managers may work in many different industries, including healthcare, insurance, and beyond.

The minimum education requirement for Client Services Managers is typically a high school diploma, though preference may be given to candidates with bachelor's degrees, particularly in business management or accounting. The most essential skills for a Client Services Manager are communication skills and the analytical thinking skills, which enable them to build relationships with clients while thinking strategically about how to meet business goals.

Job Overview

Here at XYZ Inc., we are the leading company in our industry in the Capital City area. We're pleased to have a 3.8 Glassdoor rating from our employees. We are hiring an experienced Client Services Manager to help us keep growing. If you're dedicated and ambitious, XYZ Inc. is an excellent place to grow your career. Don't hesitate to apply.

Responsibilities for Client Services Manager

- Interact with clients and build relationships with them while ensuring their needs are being met

- Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience

- Mastermind creative ways to deliver an exceptional client experience

- Develop and oversee the implementation of client service protocols

- Resolve complex client problems or disputes in a professional manner

- Coach and support team members to help them meet departmental goals

- Keep records and documentation of client interactions for training purposes

- Create monthly and quarterly departmental reports to determine whether KPIs are being met and where there is room for improvement

Qualifications for Client Services Manager :

- 5+ years prior experience in customer facing roles

- Proven experience in a leadership role is required

- Excellent communication skills and the ability to anticipate the needs of customers

- Must demonstrate strong analytical thinking skills

- Should possess strong problem solving skills and the ability to make sound judgement calls

- Superior organizational and time management skills

- Knowledge of customer service programs and databases, or the ability to learn new software quickly

- Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience

- Ability to speak a second language is an asset