Client Services Manager - Birmingham, AL

Job Details

Job Location

Birmingham AL - Birmingham, AL

Position Type

Full Time

Salary Range

$73,000.00 - $106,000.00 Salary/year

Job Shift

Day

At Savant, the Manager of Client Services oversees and provides leadership, training, guidance, coaching, and oversight for the client services team. The Manager of Client Services must embrace and represent the Savant core philosophies and values demonstrating a client-first approach at the highest level. A positive attitude, approachable and mature demeanor, the ability to effectively receive and deliver communication to both internal and external clients is essential in this role. In addition, our Manager of Client Services is dedicated to building and maintaining a professional, collaborative, and cohesive team.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Client Services Manager can expect to focus in the following areas:

• Ensure CSR team procedures are created, maintained and updated as needed.
• Draft, execute and lead the Client Service Team’s Annual Goals and Objectives.
• Serve as a liaison between the Client Services Team and other members of the Executive team when necessary
• Lead the training, development and oversight of the Client Service Team Representatives and the Client Services Team Leaders. Including training, recruiting, development, hiring, termination, promotion, discipline and ongoing oversight.
• Support M&A integration within the CSR team
• Remain current on regulatory, custodial, company and industry policies, procedures and practices to effectively train, coach and manage the consistent implementation with direct reports.
• Maintain, support and effectively manage agreed upon CSR/Advisory client relationships by providing first line of client contact with new and existing client relationships, trouble shooting problems, scheduling and organizing meetings and serving as a liaison between advisors and clients as needed.
• Proactively communicate with clients and team members.
• Serve as a partner to the Director of Client Services
• Act as liaison for outside custodians and third party vendors when necessary.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.
  
  

A couple things to note about our Client Services Manager position:

• This position is based in our Birmingham, AL office. You must be able to work in-person, Monday-Friday. You can expect to travel to other offices once or twice a quarter. Typical working hours are Monday-Friday, 8:00AM-5:00PM CST.
  
  

The Client Services Manager position typically requires the following qualifications:

• Four Year College Degree desired
• Must have passed Paraplanner, or other investment related designations
• 5-7 years proven success in an administrative support function in a financial or investment environment
• At least 3 years proven success leading and developing a team
• Proficiency in Word, Excel, PowerPoint, Outlook, CRM software, Internet
• Must be organized and detail-oriented and effectively apply critical thinking skills
• Must possess a consistent positive attitude
• Proven ability to lead and mentor others effectively
• Ability and desire to train and mentor others to achieve success
• Client first attitude
• Strong communication skills
• Proven ability to effectively resolve conflict and apply grace under pressure
• Team player, collaborative, able to work with and through others in a positive fashion
  
  

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.
  
  

The Perks

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $73,000-$106,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive range of benefits designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
• Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Be celebrated with monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.
  
  

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.