Client Services Lead — Salesforce & Operations

Corient; Columbus (OH); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Generously subsidized Medical Plan options

Employer paid Dental, Vision & Life Insurance

Flexible Spending Accounts & Health Savings Accounts

Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

A growing wealth management firm in Columbus, OH is seeking a skilled individual to enhance operational efficiency. The role involves leading a team, resolving client inquiries, and managing Salesforce. Candidates should possess a Bachelor's degree, 5–7 years of relevant experience, and strong communication skills. This position promotes a customer-centric approach and requires travel to nearby states quarterly, alongside physical presence in the office four days a week.

Qualifications

• 5–7 years of professional experience required.
• 3–5 years of experience managing teams.
• Experience with portfolio accounting software is a plus.

Responsibilities

• Create and implement business processes to improve efficiency.
• Lead a team of 4 direct reports and support 15+ team members.
• Respond effectively to client or advisor issues.

Skills

Communication skills

Organizational skills

Problem-solving skills

Customer service mindset

Education

Bachelor's degree

Tools

Salesforce

DocuSign

Microsoft Suite

Job description

A growing wealth management firm in Columbus, OH is seeking a skilled individual to enhance operational efficiency. The role involves leading a team, resolving client inquiries, and managing Salesforce. Candidates should possess a Bachelor's degree, 5–7 years of relevant experience, and strong communication skills. This position promotes a customer-centric approach and requires travel to nearby states quarterly, alongside physical presence in the office four days a week.