Client Services Leader: Elevate Client Experience & Ops

NFP Corp; San Francisco (CA); On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

Competitive salary

Paid time off and holidays

401(k) plan with company match

Health and wellness benefits

Job summary

NFP Corp is seeking experienced client services professionals to lead client relationships and enhance service quality. This role demands expertise in financial services operations and team management to ensure exceptional client experiences.

The ideal candidate will have over 10 years of relevant experience, strong leadership skills, and a commitment to excellence in client service. We offer a competitive salary and robust benefits.

Qualifications

• Minimum 10 years of experience in financial services.
• At least 5 years of people management experience.
• Expert proficiency across major custodial platforms and CRM systems.

Responsibilities

• Own the client relationship end to end.
• Enhance service quality for clients.
• Manage client services teams and oversee performance.

Skills

Client relationship management

Operational expertise

Leadership

Project management

Communication skills

Education

Bachelor's degree or equivalent

Advanced degree preferred

Tools

Salesforce

Major custodial platforms (Schwab, Fidelity, Pershing)

Job description

NFP Corp is seeking experienced client services professionals to lead client relationships and enhance service quality. This role demands expertise in financial services operations and team management to ensure exceptional client experiences.

The ideal candidate will have over 10 years of relevant experience, strong leadership skills, and a commitment to excellence in client service. We offer a competitive salary and robust benefits.