What are the responsibilities and job description for the Client Services Manager position at Halcyon Global Advisors?
Halcyon Global Advisors is a boutique family office that specializes in personalized and proactive financial planning and investment management services. Catering to business owners, professionals, individuals, and families, Halcyon is committed to revolutionizing investment management and shaping the future of finance. Our team is dedicated to providing comprehensive and tailored financial solutions designed to meet the unique needs of our clients.
This is a full-time on-site role for a Client Services Manager located in Dallas, TX. The Client Services Manager will be responsible for managing client relationships, ensuring customer satisfaction, and providing exceptional customer service. The role involves daily client interactions, addressing inquiries, resolving issues, and maintaining accurate client records. The Client Services Manager will collaborate with the financial planning and investment management teams to deliver comprehensive solutions.
- Client Services and Customer Service skills
- Customer Satisfaction and Communication skills
- Strong Analytical Skills
- Excellent interpersonal and problem-solving skills
- Ability to work effectively in a team-oriented environment
- Bachelor's degree in Finance, Business Administration, or related field
- Experience in the financial services industry is a plus