Linscomb Wealth - Client Service Associate Manager at 0430 Linscomb Wealth, Inc. — Houston, TX

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

Yes

Workplace Type:

Office

Our Approach to Office Workplace Type