What are the responsibilities and job description for the CLIENT SERVICE MANAGER position at Stratos Wealth Partners?
Veritas Boston Wealth Management - Rockland, MA
With over 25 years of wealth management experience, Veritas Boston Wealth Management has built a reputation for delivering sophisticated, personalized solutions to meet diverse client needs. Our focus is on providing comprehensive private wealth management strategies that drive long-term success for our clients. We take pride in fostering a collaborative, professional environment that values excellence, attention to detail, and exceptional client care.
We are seeking a dedicated Client Service Manager to join our team. This position serves as a vital connection between our clients, support staff, and advisors. The ideal candidate will be detail-oriented, proactive, and possess a passion for providing top-tier service. This role includes responsibilities in client support, office management, compliance, and administrative coordination.
What We Offer
- Competitive salary and bonus opportunities.
- Comprehensive benefits package, including medical and dental coverage.
- 401(k) plan with company match.
- Paid vacation and holidays.
- A professional, supportive work environment focused on excellence and collaboration.
This role is ideal for a highly organized, service-oriented professional who thrives in an administrative capacity and values consistency and precision. If you're passionate about delivering exceptional client care and supporting a dynamic team, we encourage you to apply and become a key member of our organization.
Key Responsibilities
Client and Account Management
Office Management and Administrative Support
What You Bring to the Team
Skills and Competencies
Experience and Qualifications
