What are the responsibilities and job description for the Director of Client Services and HR Financial Advisory Firm position at NW Recruiting Partners?
Director of Client Services and HR – Financial Advisory Firm
If you think you are the right match for the following opportunity, apply after reading the complete description.
Factoria, WA
Our client is a well-established advisory firm with an entrepreneurial spirit. He is hiring a Director of Client Services and HR to take on a unique leadership role that blends client relationship management with strategic human resources oversight.
In this role, you’ll guide client service and planning teams to deliver exceptional experiences while also developing HR strategies that ensure organizational effectiveness and employee satisfaction. It’s a perfect opportunity for someone with experience in the industry who is a hands-on leader.
As part of a growing team, our client values not just technical expertise but also a commitment to their mission, an entrepreneurial mindset, and a passion for helping others achieve financial confidence and peace of mind. This position offers the chance to make a meaningful impact on both clients and the broader team.
Are you ready to lead with purpose and drive positive change? This role could be your next step.
Director of Client Services and HR Responsibilities :
- Lead and support client service and planning teams to strengthen relationships and deliver exceptional client experiences.
- Act as the primary escalation point for client issues, resolving concerns efficiently and effectively.
- Develop and execute strategies to enhance client satisfaction, loyalty, and business growth.
- Use client insights and market trends to align offerings with evolving client needs and expectations.
- Mentor and guide client service associates and financial planners, fostering their professional growth and high performance.
- Encourage collaboration across teams to ensure seamless and consistent client service delivery.
- Work with senior leadership to align client service and HR strategies with organizational goals.
- Design and refine policies, procedures, and programs to drive client and employee success.
- Serve as a trusted advisor to leadership on both client services and HR initiatives.
- Build and implement HR programs to attract, retain, and develop top talent.
- Promote an inclusive and engaging workplace culture through meaningful initiatives and programs.
- Ensure compliance with labor laws, company policies, and industry standards.
- Address employee concerns and resolve conflicts with professionalism and fairness.
- Oversee performance management, including conducting evaluations and establishing development plans.
- Analyze workforce trends and client feedback to support data-driven decision-making.
Director of Client Services and HR Qualifications :
Company Benefits & Appreciation :
Compensation : $120k - $150k DOE
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Salary : $120,000 - $150,000
