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Director of Client Services & Operations

Bridge Performance Coaching

This is a Full-time position in Dover, DE posted June 9, 2021.

Who we are:

Jacob William Advisory is a Baltimore based wealth management firm serving affluent individuals, families and businesses.

We provide an array of wealth management services designed to manage and coordinate the many complex financial matters that successful people face.

Our integrated approach to wealth management seeks to let our clients focus on other important areas of their life.

Part of what makes our firm unique is our dedication to delivering trust, transparency and accountability.

These three words serve as a source of inspiration for everyone on our staff
– and they drive what we seek to accomplish for our clients on a daily basis.

Our team strives to deliver service, which exceeds expectations, and to develop an enduring personal relationship with our clients.

Who we want:

The role of the Director of Client Services and Operations is to assist advisors in providing the optimal client experience.

An associate in this position should focus on providing service and support to our clients that exceeds their expectations.

Time management skills, attention to detail, and a desire to continually improve existing office procedures are required.

Key Responsibilities:
Establish and maintain complete client records in our CRM
– Salesforce, and on our internal server Prepare paperwork to open and/or maintain client accounts to the specifications requested by the advisor Complete any operational tasks that come from client interactions Track and maintain processes for completing distributions, RMD’s, and other cashiering items Conduct and participate in client meetings to complete required paperwork Become a subject matter expert in operational policies and procedures Assist in developing processes and procedures that enhance accuracy and streamline processes Manage structure of weekly meetings and coordinate agenda with Director of Client Relations Participate in our internal meeting rhythms and develop quarterly Key Performance Indicators Provide principals with updates on any issues or outstanding items Act as first level of solving staff roadblocks or issues Set a positive tone among staff and in office Other duties as assigned, and time allows

What you need:
Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred Minimum two years of experience in general office environment Computer literacy, especially in MS Office programs, and aptitude for learning new software programs Knowledge of financial industry lingo and an acumen for numbers Ability and desire to conduct research Desire to provide the highest quality service Ability to manage multiple projects and tasks Exceptional written and verbal communication skills Ability to take direction and a desire to support all team members Attention to details with excellent tracking and follow through

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