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Do you find you love connecting with people and going the extra mile to make sure that each and every person has a great experience? If so, you might be THE ONE we are looking for.
Our successful, outside the box, professional practice is looking for a passionate Client Services Director. Our goal is to improve our community, one family at a time. We believe that helping families preserve and protect their wealth and accomplish family goals is a way to touch the lives of others and make a difference. If the following describes you, and our culture and beliefs interest you, then we’d like to hear from you:
The right person will become an important part of our intense, but fun group, for the long-term. As our Client Services Director, your primary objective will be to take such great care of our clients throughout the planning process that they can’t help but refer everyone they know. If this sounds exciting to you, you might be THE ONE. You will have regular and frequent client contact and meetings with clients to deliver, execute and explain estate plan documents.
Additionally, you will be responsible in learning our systems/processes so that you can effectively show and communicate “how we’re different” to prospective clients and referral sources. As a team, you’ll be responsible for taking such great care of our clients throughout the planning process that they can’t help but refer everyone they know. You will need to know how to figure things out on your own and be able to creatively problem solve situations.
And, if you are above putting paper in the copier or replacing the empty water cooler jug, this is NOT the job for you. You must be able to think on your feet and make smart decisions; as well as being able to learn from your mistakes. You must also be able to work quickly and efficiently as we run a very busy office working on set deadlines. If you cannot do these things or if you take constructive critique personally, please do not apply.
Job Requirements:
The ideal candidate will have experience in a legal, financial advisory, tax or other professional practice. However, if you have at least some basic work experience and possess the above traits, we will provide training, processes and tools you will need to be successful and professionally fulfilled.
If you are THE ONE, please complete these requirements.
1) Send your resume and a cover letter that clearly conveys WHY we should hire you and what you bring to the table. Tell us what you're looking for in a job and why you think you'd be a good fit. Oh, and make sure to put "I'm THE ONE" in the subject line. Any emails without the correct subject line won't even be opened; then
2) Complete a quick assessment at https://s.crys.io/s/ug75kw.
Applications without these two requirements will not be considered. Thank you.
Job Type: Full-time
Benefits:
Schedule:
Ability to Relocate:
Work Location: In person
Full Time
Wholesale
$119k-160k (estimate)
05/28/2024
09/24/2024
quraishilaw.com
FRISCO, TX
25 - 50
Private
$5M - $10M
Wholesale
The job skills required for Client Services Director include Client Service, Customer Service, Planning, Teamwork, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Director. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Director. Select any job title you are interested in and start to search job requirements.