Head of Client Services
3 weeks ago
Head of Client Services
Olra Rose Associates is partnering is a boutique wealth management firm specializing in personalized financial services for private clients. With a commitment to integrity, expertise, and client-centered solutions, we offer bespoke wealth management strategies tailored to meet the unique needs and goals of each individual client.
Position Overview: As the Head of Client Services you will play a pivotal role in ensuring exceptional service delivery to our private clients. You will lead a team dedicated to providing personalized attention, proactive communication, and comprehensive support to maintain strong client relationships and drive client satisfaction.
Client Relationship Management:
- Build and maintain strong relationships with high-net-worth clients, acting as the primary point of contact for their financial needs.
- Understand clients' financial objectives, risk tolerance, and preferences to tailor wealth management solutions accordingly.
- Proactively communicate with clients to provide updates, insights, and recommendations on their portfolios and financial plans.
Team Leadership and Development:
- Lead and mentor a team of client service representatives, ensuring they deliver exceptional service and support to clients.
- Provide ongoing training, guidance, and feedback to enhance team performance and capabilities.
- Foster a collaborative and positive work environment that encourages teamwork, innovation, and continuous improvement.
Client Onboarding and Retention:
- Oversee the client onboarding process, ensuring a smooth transition for new clients and effectively managing their expectations.
- Develop and implement strategies to enhance client retention, including regular reviews, personalized communications, and proactive problem-solving.
- Address client inquiries, concerns, and escalations promptly and effectively, ensuring resolution and satisfaction.
Operational Excellence:
- Collaborate with internal stakeholders, including investment advisors, portfolio managers, and compliance, to deliver seamless client service.
- Continuously evaluate and improve client service processes and procedures to streamline operations and enhance efficiency.
- Ensure compliance with regulatory requirements and internal policies, maintaining the highest standards of integrity and professionalism.
Qualifications:
- Proven experience (5+ years) in wealth management, private clients, with a focus on client services and relationship management.
- Strong leadership skills with a track record of effectively managing and developing teams.
- Exceptional interpersonal and communication skills, with the ability to build rapport and trust with high-net-worth clients.
- Deep understanding of private clients, investment strategies, and wealth management principles.
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