What are the responsibilities and job description for the Director of Client Services position at Strategic Wealth Designers?
Nearly 23 years ago, 23-year-old Matthew Dicken grew frustrated with the issues plaguing the financial services industry and set out on a mission to change the industry standard and prioritize clients in retirement planning. What started as a small two-person team in a 1,200 sq. ft. office in Louisville, KY, has evolved into the Strategic Wealth Designers we now know, with 18 locations across the U.S. and almost 100 employees. As we continue to grow, we're looking for passionate individuals to help take us to even greater heights.
Strategic Wealth Designers (SWD) is a full-service financial firm specializing in assisting clients in or near retirement. Our team is comprised of advisors, marketers and client relations specialists who thrive on success and are rewarded for hard work. SWD is a close-knit company looking for the right person to complement our team. The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business by exceeding expectations and developing a strong working relationship with our clients. The Director of Client Services we choose will embody our core values and will lead their team to these values as well. They will be selfless, tenaciously driven, coachable, compassionately honest and they will take absolute ownership.
Job Description :
The Director of Client Services will oversee our Client Services and Client Onboarding teams and provide leadership, direction and guidance while working to ensure an elite experience for the clients of Strategic Wealth Designers.This individual will lead efforts to enhance the overall client experience both as a new client joining the firm and in their existing relationship. They will develop and execute strategic plans to deliver exceptional service, a seamless onboarding process and long-term client satisfaction and retention. They will collaborate with other leaders within the firm as well as our financial advisor and support teams to ensure an unmatched experience in every aspect of the business.
Minimum Requirements :
- Bachelor’s degree in business, finance or a related field
- 5 years of intensive customer service experience working within client services, client relations or financial planning
- 3 years in a leadership or management role within the financial services industry
- Experience with Salesforce CRM web-based software
- Experience with various custodial relationships (preferably Charles Schwab and / or Fidelity)
- Strong problem-solving abilities and ability to find creative solutions to improve the client experience
- Excellent interpersonal and communication skills
- Ability to build relationships with clients and colleagues
- Highly intelligent, strong organizational skills and attention to detail with a strong understanding of client services
- Proactive mentality, positive attitude and consistent follow-through
Responsibilities / Tasks :
The Director of Client Services will serve as the leadership and direction for our Client Services and Client Onboarding team, focusing on ensuring an exceptional experience from day 1 onward for our clients. They will work closely with all client-facing roles within the firm to identify opportunities for process improvement, ensure operational compliance and lead our client servicing teams to service excellence. They will be expected to follow through consistently in all efforts. Other daily, weekly, and / or monthly tasks may include :
Location : 12377 Merit Drive, Dallas, TX 75251
Commitment : 40 hours per week, 8am-5pm & scheduled client / company events as necessary
Compensation : Starting salary range is $80,000-100,000. Comprehensive benefits package included.
Salary : $80,000 - $100,000
