Reference Number: MHH7584
Location: Pittsburgh, Pennsylvania

Judson Group has partnered with a growing, privately-owned financial advisory firm located in Pittsburgh in the search for a Director of Client Services. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The ideal candidate is passionate about client service, demonstrates exceptional communication and time management skills, and approaches their work with an eagerness to ensure accuracy and expertise in all client deliverables.

Responsibilities:

• Manage client needs in all aspects of service including opening/updating client accounts, money transfers, drafting documentation, and client communications
• Act as a liaison between advisors, clients, and custodians to process client requests and resolve issues
• Manage the client onboarding process for HNW clients
• Maintain client data ensuring accuracy, security, and timeliness
• Prepare various reports for client reviews and other miscellaneous meetings
• Develop new ways to continuously provide the best service to the firm’s clients
• Provide superior customer service by responding to client email and telephone requests
• Take on various administrative and executive assistant related tasks as needed

Requirements:

• 5+ years’ experience with a financial services or RIA firm supporting HNW clients
• Experience successfully completing paperwork for new accounts, handling client requests, and meeting/event coordination
• Knowledge of back-office operations of a financial planning and investment management firm
• Excellent technology skills: Typing proficiency, Word, Excel, PowerPoint, and CRM systems
• Ability to work independently, with little oversight, but with accountability to the client and the organization

Compensation: Base salary based on experience with benefits package

Location: Pittsburgh, Pennsylvania

Reference Number: MHH7584