What are the responsibilities and job description for the Client Service Operations Manager position at Signature Estate & Investment Advisors, LLC?
We are seeking a highly motivated Client Service Operations Manager to join our team at Signature Estate & Investment Advisors, LLC. This role will be responsible for managing operations associates and ensuring that account openings, maintenance, and client requests are met in a timely manner.
Key Responsibilities
- Manage and oversee a team of operation associates
- Maintain relationships with account custodians (Schwab/Fidelity etc.)
- Be a reliable point of contact when complex account/client service issues arise
Requirements
- Bachelor's Degree (BA) from four-year college or university, or five years of related experience and/or training, or equivalent combination of education and experience.
- Computer skills required: Spreadsheet Software (Excel); Human Resource Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint).
- Certificates, licenses and registrations required: Preferred Series 65/66, 24
Competencies
- Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
- Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
