Client Service Manager

Longwave Financial, LLC; Bellevue (WA); Hybrid; USD 80,000 - 110,000; Full time

Job summary

Longwave Financial is seeking an experienced client service manager to support and enhance a dynamic growth phase. You will collaborate with the remote operations team to assist advisors via phone, Zoom, and email, ensuring an outstanding client experience and efficient paperwork processing.

The ideal candidate has a minimum of 5 years in client service/operations within a broker-dealer or bank setting, with a B.A. and strong relationship-building skills.

Qualifications

• Bachelor's degree (B.A.) required.
• At least 5 years of client service/operations experience in a broker-dealer or bank setting.
• Series 7 & 66 licenses preferred but not required.

Responsibilities

• Initiating all paperwork for new and existing clients via DocuSign.
• Process ACH and wire money movements.
• Handling all client requests regarding data or documents.
• Managing compliance requirements relating to paperwork.
• Supporting account transfers and rollovers.

Skills

Attention to detail

Teamwork

Tech savvy

Problem solving

Relationship building

Education

B.A.

Job description

Longwave Financial, an independent financial advisory firm, is excited to hire an experienced client service manager to support and enhance our dynamic growth. This candidate will bring a meaningful track record of operational excellence, enthusiasm for a high touch client experience combined with a preference for being an integral part of a strong team environment. If you're committed to having an outstanding career while making an impact in people's lives, you will thrive at Longwave.

The Role:

You will work together with the remote operations team to support our advisors with day to day operations. You will communicate via phone, Zoom and email with our wonderful clients daily, enhancing the relationship and providing an outstanding client experience. Your responsibilities will include:

• Initiating all paperwork for new and existing clients via DocuSign
• Process ACH and wire money movements
• Handling all client requests regarding data or documents
• Managing compliance requirements relating to paperwork
• Supporting account transfers and rollovers

Your Experience:

• B.A.
• At least 5 years of hands-on client service/operations experience in a b/d or bank setting
• Series 7 & 66 licenses preferred but not required

Your Skills:

• Attention to detail? No, obsession with detail
• Team-oriented mindset
• Strong, adaptive technology abilities
• Problem-solving approach
• Building relationships with clients and team members

Longwave Financial is a team-oriented environment of motivated people who genuinely enjoy being around each other and prioritize having a true work/life balance. If you're excited to be around people who like to debate passionately about weird topics, talk about food while eating food and know a lot of movie trivia, Longwave may be for you. We welcome like-minded, passionate individuals who are actively pursuing both personal and professional growth. This position is hybrid, with 2 days a week in the office.

The salary range for this role is $80,000-$110,000.