Seeking the extraordinaryTM! We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.Join The Colony Group in making your everyday extraordinary!The Colony Group seeks a motivated and qualified individual for the position of Client Service Manager. The Client Service Manager will work within a wealth advisory team playing an integral role in delivering an exceptional financial planning and advisory services experience to each client. The CSM will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management support, problem resolution, and process improvement. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success.Primary responsibilities for this position include:
- Optimize the client experience and develop long-term relationships with clients.
- Manage the full client onboarding process.
- Provide exceptional service to clients by processing their requests in an accurate and timelymanner.
- Communicate and work with custodian partners to process client requests.
- Deliver excellent results quickly and efficiently, utilizing effective time management skills,prioritization, and proactive solutioning.
- Actively participate in client meetings and client reviews.
- Drive innovation through curiosity and comprehensive understanding of processes andchallenges.
Qualifications:
- Bachelor's degree required.
- Minimum 3 years client service experience in the financial services industry; RIA experience preferred.
- Proficient in Microsoft Office, Salesforce CRM, Tamarac Suite, DocuSign, and custodial institution platforms preferred.
- Knowledge of the brokerage and/or custody industry.
- Understanding of financial planning concepts.
- Excellent interpersonal, verbal, and written communication skills.
- Ability to work well on teams and in fast-paced, cross-collaborative environments.
- Confidence to think analytically and deliver solutions to complex challenges.
- Commitment to continuous learning. Team members are expected to own their development plan and acquire additional skills that ensure continued growth and effective contributions to the organization.
- Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
This is a non-exempt position$75-85kTCG made Investment News' highly selective list of the top 75 places to work for financial advisors: Best Places to Work | An InvestmentNews professional award (bestplacesforadvisers.com)!