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Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Director of Client Service who shares our core values and commitment. If this is you, we want you to join our team!
As a Director of Client Service, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. You will guide the Client Service Team to deliver an excellent client experience and ensure that core client service processes are regularly reviewed, documented, communicated and followed by all. You will collaborate closely with our Executive Team on the client service vision, and own the implementation and improvements. The role is based in our Boca Raton, FL office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include:
Are you the right fit?
What Do We Offer?
We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.
We offer a comprehensive benefits and perks package which includes:
Qualified candidates should apply at https://teamhewins.applytojob.com/apply.
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Full Time
$129k-169k (estimate)
07/04/2024
07/17/2024
teamhewins.com
REDWOOD CITY, CA
<25
2018
MARTHA POST
<$5M
Investment Management
The following is the career advancement route for Director of Client Service positions, which can be used as a reference in future career path planning. As a Director of Client Service, it can be promoted into senior positions as a Top Customer Service Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Director of Client Service. You can explore the career advancement for a Director of Client Service below and select your interested title to get hiring information.