Remote Client Service Lead: Workflow & Escalation

XYPN; United States; Hybrid; USD 80,000 - 108,000; Full time

Benefits offered by this job

Employee Stock Ownership Plan (ESOP)

Unlimited vacation days

401(k) with match

Job summary

A financial services company is seeking a Client Service Manager to lead a team focused on enhancing advisor experiences. Responsibilities include managing service workflows, ensuring team accountability, and improving client service quality. Candidates should have over 4 years of experience in client service or operations, preferably in financial services. This full-time role offers competitive pay, unlimited vacation, and a supportive work environment.

Qualifications

• 4+ years of experience in client service or operations required.
• 2+ years experience in financial services necessary.
• Strong written and verbal communication skills essential.

Responsibilities

• Own the end-to-end intake and flow of service requests.
• Monitor ticket aging and adjust systems as demand changes.
• Lead and manage the Client Service team effectively.

Skills

Client service experience

Financial services knowledge

Strong communication skills

Education

4+ years in client service or operations

Experience with Schwab

Tools

Orion

Job description

A financial services company is seeking a Client Service Manager to lead a team focused on enhancing advisor experiences. Responsibilities include managing service workflows, ensuring team accountability, and improving client service quality. Candidates should have over 4 years of experience in client service or operations, preferably in financial services. This full-time role offers competitive pay, unlimited vacation, and a supportive work environment.