What are the responsibilities and job description for the Client Experience Manager position at Nadler Financial Group?
Are you a detail-oriented and organized individual with a passion for providing exceptional client service? Do you have a strong background in financial services and a desire to work with a reputable and rapidly growing independent wealth management firm?
Nadler Financial Group, Inc. is seeking an experienced Operations Manager to join our team in Deerfield, Illinois. As a key member of our operations team, you will play a critical role in supporting our clients and wealth managers by providing exceptional financial services operational support.
In this role, you will work directly with our wealth managers and clients to deliver outstanding client service, provide operational and relationship management support to our retirement plan clients, and participate in firm-level committees such as compliance. You will also be responsible for establishing new accounts with custodians, processing transactions and account transfers, preparing proposals, creating performance and allocation reports, and coordinating complex estate transactions.
To be successful in this role, you will need a Bachelor's degree from an accredited college or university and a minimum of 3 to 5 years of experience in the professional services industry, preferably in a RIA or legal environment. You will possess excellent organizational, analytical, and communication skills, with advanced Microsoft Office skills, specifically Excel. Experience working with custodians, AdvisorEngine CRM software, Black Diamond software, and knowledge of SEC and FINRA regulations are desirable but not necessary.
