Wealth Client Services Manager

The Investment Counsel Company of Nevada; Las Vegas (NV); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

Fully paid medical/dental/vision

401(k) with company contribution

Generous PTO and observed holidays

Access to health network concierge service

Job summary

The Investment Counsel Company of Nevada is seeking a Client Services Manager responsible for managing high-net-worth client relationships and ensuring exceptional investment service. The role involves collaborating with various professionals to meet client needs and maintain detailed documentation in the CRM. Candidates should have a Bachelor's degree, excellent communication skills, and attention to detail. ICC offers a competitive salary, a comprehensive benefits package, and strong emphasis on professional development including CFP sponsorship.

Qualifications

• Ability to solve problems and follow up on client needs.
• Detail-oriented with a high degree of accuracy required.
• Ability to excel in a dynamic, fast-paced environment.

Responsibilities

• Manage client requests and documentation in the CRM.
• Supervise client investment portfolios as per policy.
• Prepare for and manage client meetings and follow-ups.

Skills

Attention to detail

Problem-solving

Communication skills

Team player

Client relationship management

Education

Bachelor's Degree

Tools

Microsoft Excel

CRM software

Job description

The Investment Counsel Company of Nevada is seeking a Client Services Manager responsible for managing high-net-worth client relationships and ensuring exceptional investment service. The role involves collaborating with various professionals to meet client needs and maintain detailed documentation in the CRM. Candidates should have a Bachelor's degree, excellent communication skills, and attention to detail. ICC offers a competitive salary, a comprehensive benefits package, and strong emphasis on professional development including CFP sponsorship.