Client Experience & Practice Manager

We are seeking a Client Experience & Practice Manager to deliver a seamless client experience and manage internal processes. This is a critical role for someone who takes pride in execution and ownership.

Requirements

• Serve as primary point of contact for client service requests
• Manage and execute new account opening, transfers, and client service requests
• Utilize CRM and custodial systems to maintain accurate client records
• Coordinate with advisors and team members to ensure seamless execution of client needs
• Identify inefficiencies and improve internal systems and processes
• Generate client reports and assist with ongoing planning and service initiatives

Benefits

• Paid time off, including vacation and personal days
• Company-sponsored retirement plan
• Health insurance coverage
• Support for professional development, licensing, and continuing education
• Clear path for growth and increased responsibility within the firm