Vice President of Client Services
Vice President of Client Services
Vice President of Client Services
San Francisco, CA
Salary Range: 150,000-170,000K
About the Job
A well-regarded Investment Advisor is looking to add a Vice President of Client Services to their growing team! The successful candidate will be responsible for leveraging their management experience and support the Client Service and Operations teams.
Vice President of Client Services Responsibilities:
- Coordinate with multiple custodians and external data providers to meet client needs
- Oversee transactions and processes, ensuring accuracy and regulatory requirements are met
- Refine operational processes and procedures for client onboarding, maintenance, CRM workflows, and transaction reconciliation
- Lead and mentor a team of operations professionals to ensure client satisfaction
Vice President of Client Services Qualifications:
- Bachelor's degree with a finance/marketing/economics concentration (MBA preferred)
- Minimum 7+ years of experience within the RIA industry
- Understanding of custodial platforms
- Familiarity with performance reporting systems and CRM/workflow software
- Strong work ethic with a positive attitude
- Demonstrated successful management track record
- Strong communication skills
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