Client Service Manager
Veritas Boston Wealth Management - Rockland, MA
With over 25 years of wealth management experience, Veritas Boston Wealth Management has built a reputation for delivering sophisticated, personalized solutions to meet diverse client needs. Our focus is on providing comprehensive private wealth management strategies that drive long-term success for our clients. We take pride in fostering a collaborative, professional environment that values excellence, attention to detail, and exceptional client care.
We are seeking a dedicated Client Service Manager to join our team. This position serves as a vital connection between our clients, support staff, and advisors. The ideal candidate will be detail-oriented, proactive, and possess a passion for providing top-tier service. This role includes responsibilities in client support, office management, compliance, and administrative coordination.
Key Responsibilities
Client and Account Management
- Deliver exceptional client service in person, over the phone, and via email.
- Respond to client inquiries promptly and professionally.
- Facilitate account openings, transfers, and routine maintenance tasks.
- Prepare for client meetings, including organizing documentation.
- Track and ensure timely completion of transaction requests.
- Maintain accurate client records in the CRM system.
- Execute personalized client engagement tasks (e.g., birthday greetings, holiday mailings).
Office Management and Administrative Support
- Oversee office calendars, including scheduling client appointments.
- Support event planning and marketing efforts, ensuring compliance with industry regulations.
- Manage office supplies, vendor relationships, and accounts payable tasks.
What You Bring to the Team
Skills and Competencies
- Exceptional attention to detail and ability to manage multiple tasks efficiently.
- Strong organizational and time management skills in a fast-paced environment.
- Excellent interpersonal and communication skills, both written and verbal.
- Proficiency with technology, including Microsoft Word, Excel, Outlook, CRM tools (e.g., Salesforce) and scheduling applications (e.g. Chili Piper & Calendly).
- A client-focused mindset with a commitment to delivering outstanding service.
Experience and Qualifications
- 3+ years of experience in client service roles, preferably within the financial services industry.
- Familiarity with account management, compliance processes, and wealth management concepts.
- Bachelor's degree preferred but not required.
What We Offer
- Competitive salary and bonus opportunities.
- Comprehensive benefits package, including medical and dental coverage.
- 401(k) plan with company match.
- Paid vacation and holidays.
- A professional, supportive work environment focused on excellence and collaboration.
This role is ideal for a highly organized, service-oriented professional who thrives in an administrative capacity and values consistency and precision. If you're passionate about delivering exceptional client care and supporting a dynamic team, we encourage you to apply and become a key member of our organization.