What are the responsibilities and job description for the Client Services Manager position at Zoe Financial?
About The Firm
Zoe is a wealth platform that helps grow and protect wealth through innovative technology and exceptional client service. Zoe is backed by the Opportunity Fundand former and current operators at JP Morgan, Blackrock, Charles Schwab, Uber, and Doordash. Zoe was named one of Fast Company’s 2022 Most Innovative Companies, as well as Nerd Wallet’s Best Online Financial Advisor in 2022, 2023 & 2024. Zoe offers the excitement of a rapidly growing company with the stability of a tenured leadership team and advisory board. The New York-based company has a strong leadership team with experience at firms like Morgan Stanley, JP Morgan, Merril Lynch, and Learnvest. We have offices in New York City, and Bogotá, Colombia.
About the Role
The Zoe Wealth Platform matches pre-qualified prospective clients with Financial Advisors, and streamlines the process of client onboarding, account opening, and ongoing investment management all in one platform. As a foundational Client Success Manager on our Wealth Platform team, you’ll be responsible for…
Working directly with financial advisors and their clients to facilitate the account opening process, ensuring a smooth and efficient onboarding experience.
Assisting clients through all steps of the account funding process, troubleshooting any issues related to funding accounts, and liaising with relevant departments for issue resolution.
Acting as the primary point of contact for assigned financial advisors and firms, establishing trust and rapport through proactive communication and support.
Being a steward of client and advisor feedback to inform meaningful change to our product and business priorities. Driving results and contributing to the development of a and scalable client success team.
We’re excited about you because…
You’re passionate about delivering a superior client experience.
You’re a motivated, high-energy self-starter who gets excited about picking up the phone and making an impact.
You're unabashedly curious and insanely helpful, with a high level of interest in optimizing processes and procedures.
You have a high level of attention to detail and organizational skills.
You have relevant service experience at a financial institution.
You have exceptional interpersonal skills, working with cross-functional teams.
You have great verbal and written communication skills
.
You'll love working at Zoe because we…
Are a successful, well-funded, fast-growing start-up.
Are passionate about helping people, and live/breathe the client experience.
Are a technologically and data-driven business.
Offer competitive salaries, comp and bonus packages, as well as equity.
Offer career progression, mentorship, and growth opportunities.
Are at the forefront of tech & finance, redefining personal finance.
Value autonomy & taking the initiative.
Requirements:
- 2 years of experience in a client success function
- Bachelor’s Degree
- Strong understanding of investment products, financial markets, and account management processes.
- Ability to thrive in a fast-paced, dynamic environment.
- Ability to manage time effectively, setting and meeting deadlines while maintaining quality of work
- Self-motivator with a collaborative spirit
- Flexibility in adapting to new technologies and environments
- Want to work in an office environment alongside Zoe’s Leadership Team.
Nice to Have:
- Series 7 and Series 63 License
Benefits:
- Compensation includes a competitive base salary, bonuses, and addition to stock options.
- Healthcare, Dental & Vision Coverage
- Commuting & Gym benefits
- 401(K)
- As an early member of our team, you'll have a rare opportunity to influence the culture of a fast-growing company.
- Two weeks PTO
