What are the responsibilities and job description for the Customer Service Manager position at Veritas Boston Wealth Management?
Client Service Manager
Veritas Boston Wealth Management- Rockland, MA
We are a leading wealth management firm delivering sophisticated solutions to diverse clients. Our focus is on comprehensive private wealth strategies that drive long-term success.
We seek a dedicated Client Service Manager to serve as a vital connection between our clients, support staff, and advisors. This role includes responsibilities in client support, office management, compliance, and administrative coordination.
Key Responsibilities:
- Deliver exceptional client service via multiple channels.
- Respond promptly to client inquiries.
- Facilitate account openings and routine maintenance tasks.
- Prepare for client meetings, including documentation.
- Track and ensure timely completion of transaction requests.
- Maintain accurate client records.
- Execute personalized client engagement tasks.
Office Management:
- Oversee office calendars, scheduling client appointments.
- Support event planning and marketing efforts, ensuring compliance.
You Bring to the Team:
Skills and Competencies:
- Exceptional attention to detail, managing multiple tasks efficiently.
- Strong organizational skills in a fast-paced environment.
- Excellent interpersonal and communication skills.
- Proficiency with technology, including Microsoft tools and CRM software.
- A client-focused mindset with a commitment to outstanding service.
Experience and Qualifications:
- 3 years of experience in client service roles, preferably within financial services.
- Familiarity with account management, compliance processes, and wealth management concepts.
- Bachelor's degree preferred but not required.
What We Offer:
- Competitive salary and bonus opportunities.
- Comprehensive benefits package, including medical coverage.
- 401(k) plan with company match.
- Paid vacation and holidays.
- A professional work environment focused on excellence and collaboration.
This role is ideal for an organized, service-oriented professional who values precision and consistency.
