Client Service Manager

Clearstead Advisors LLC; Santa Fe (NM); On-site; USD 65,000 - 90,000; Full time

Job summary

Clearstead Advisors LLC in Santa Fe, NM seeks a Client Service Manager to be the primary point of contact for client service requests and technical support, coordinating with custodians and partners. The role supports Trust Services and collaborates with the Client Associate team on special client projects.

You will resolve inquiries, organize projects, and maintain CRM data while upholding compliance and providing timely, accurate client experiences.

Qualifications

• 3+ years client service experience required.
• Specific investment management experience preferred.
• Excellent communication, grammar and punctuation.
• Strong organizational skills and ability to follow processes.
• Ability to manage priorities in a fast-paced environment.

Responsibilities

• Act as client’s primary point of contact for operational and administrative tasks.
• Provide support to Associate Advisors and Lead Advisors.
• Coordinate with Trust Services and external partners.
• Lead team projects through to completion.
• Coordinate with brokers, banks, accountants, and other professionals.
• Schedule client meetings and prepare materials in advance.
• Maintain client information in CRM and reporting systems.
• Coordinate tax payments and document collection for tax returns.
• Ensure compliance with applicable rules and guidelines.

Skills

Communication skills

Organization

Client service

Problem solving

Team collaboration

Attention to detail

Microsoft Office

Tools

Microsoft Office Suite

Job description

Description

The Client Service Manager serves as the primary point of contact for service requests and technical support, resolving client operational, banking, bill pay, reporting, and risk-management inquiries. This key relationship-team role is accountable for positively influencing the client experience through clear communication and accurate, timely resolution. The position also supports Trust Services and partners with the Client Associate team to execute special client projects requested by the client or directed by the Advisor or Director.

Position Responsibilities:

• Act as the client’s primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners
• Provide operational and administrative support to Associate Advisors and Lead Advisors
• Support Trust Services by coordinating client requests, documentation, and follow-up with internal team members and external partners
• Organize, track and lead team projects, seeing them through to successful completion
• Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents
• Schedule and coordinate client meetings, and prepare meeting materials in advance
• Maintain client information in CRM and other reporting systems
• Coordinate quarterly tax payments and gathering tax document as part of Clarius’ role tax return preparation
• Work with all members of the team and the Chief Compliance Officer to adhere to federal, state and company compliance rules and guidelines.

Requirements

• A minimum of 3+ years client service experience required.
• Specific investment management experience preferred.
• Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Exhibits unfailing personal integrity
• Takes ownership for delivering an outstanding client experience
• Excellent communication skills, including proper grammar and punctuation
• Strong organization skills and ability to follow established processes consistently
• Effectively manages priorities in a fast-paced environment
• Works collaboratively to achieve client and organizational objectives
• Resolves complex problems in a thorough, creative, timely manner

ABOUT CLEARSTEAD

Clearstead is a financial advisory firm serving wealthy families and leading institutions. Our mission is to enable wealthy families and leading institutions to meet their financial objectives and achieve their aspirations, building stronger futures for their families, their communities, and themselves.

We fulfill our mission by creating a unified investment framework for our clients and integrating financial planning, tax planning and compliance, trust administration services with investment management to address complex financial situations.