Hybrid Client Service & Operations 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 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.