Client Service Manager

Crawford Thomas Recruiting; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Job summary

Crawford Thomas Recruiting is seeking a Client Service Manager in Charlotte, North Carolina. This role involves serving as the primary point of contact for UHNW families and their investment advisors, ensuring exceptional client support and client relationship management.

The ideal candidate will demonstrate prior experience in the financial services or family office industry, possess excellent communication skills, and hold a Bachelor's degree in a relevant field. Key responsibilities include client liaison and supporting new customer onboarding.

Qualifications

• Prior experience in the financial industry, specifically client services or client and performance reporting.
• Must be eligible to work in the US without a visa.

Responsibilities

• Work closely with clients to understand their needs and objectives.
• Act as client liaison by managing client projects to completion.
• Provide basic client training and respond to client inquiries.

Skills

Excellent communication skills

Strong verbal and written expertise

Multi-lingual

Working knowledge of Microsoft PowerPoint, Word, and Excel

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

CFA preferred

Job description

Job Summary

The Client Service Manager is responsible for providing day to day client support as the primary point of contact to UHNW families and their investment advisors. We are looking for candidates with prior experience in the financial services or family office industry, who can support (and manage) ongoing client relationships as well as assist new customers in on-boarding.

Job Responsibilities

• Work closely with the clients to understand their needs and objectives.
• Act as client liaison by communicating client requirements with other internal team members and manage client projects to completion.
• Maintain change and additional feature requests and follow the progress of the technology and /or operations staff in addressing the items.
• Possess a thorough understanding of both the operations and reporting side of the company.
• Provide basic client training and respond to client questions regarding the tools and products offered by the company.
• Assist clients with portfolio set-ups to match client specifications.
• Assure that the platform is configured in a manner that meets client needs.
• Build and maintain positive relationship with clients so that a foundation of trust is established.
• Have a willingness to jump in and assist any area of the company to help satisfy client needs.

Qualifications

• Education: Bachelor's degree in Finance, Economics, Business Administration, or other related field, or equivalent work experience. CFA preferred.
• Experience: Prior experience in the financial industry, specifically client services (portfolio administration), and/or client and performance reporting.
• Skills: Must have excellent communication skills, strong verbal and written expertise is required. Multi-lingual is a bonus.
• Computer skills: Working knowledge of PC technologies, including Microsoft PowerPoint, Word, and Excel. Must be eligible to work in the US without a visa.

About The Company

Our client is a global financial technology company focused on its founding mission: to improve the preservation and growth of complex investment portfolios by reimagining legacy technology. They offer Portfolio Management & Reporting software for UHNWIs and Family Offices seeking total clarity and institutional-grade precision.