Client Service Manager

In order to be considered for this position please email follow-up questionsto

Is this the role you are looking for If so read on for more details, and make sure to apply today.
About the RoleA small, client-focused financial services business in San Diego is seeking a highly organized Client Service Manager to work directly with the CEO. This role is focused on coordinating projects, keeping the team on track, and ensuring client communication is handled consistently, professionally and to coordinate all administrative aspects of the business. This is not a purely task-based role. You will be responsible for making sure things move forward, deadlines are met, and nothing falls through the cracks.
ResponsibilitiesCoordinate projects and ensure tasks move from start to finishTrack deadlines and follow up with team members to ensure work is completed on timeHelp manage the process of coordinating Subject Matter Experts on our teamCoordinate client progress, including scheduling and tracking client meetingsCommunicate directly with clients to gather information and keep projects movingHandle client outreach primarily by phone, with voicemail and email follow-up as neededOrganize and maintain office workflows using spreadsheets and internal tracking systemsManage the CEO’s calendar and assist with client and vendor communicationDocument key interactions and ensure important details are properly recorded
Client CommunicationThis is a relationship-driven business, and communication is a critical part of the role. You must be comfortable picking up the phone and speaking with clients and remote team members regularly.
What This Role RequiresStrong attention to detail with consistent follow-throughAbility to manage multiple moving parts without losing track of prioritiesClear and confident communication, especially on the phoneComfort working with spreadsheets and tracking systemsAbility to learn quickly and take ownership of responsibilitiesAble to figure things out with minimal direction once trainedReliable, organized, and accountable to deadlines
This role does not require prior experience in financial services. Training will be provided. However, you are expected to take ownership of your responsibilities quickly and contribute to keeping operations running smoothly.
Compensation and ScheduleCompensation is competitive and will be subject to your skill and experienceFull-time position
This is a full-time, in-office position located in the Sorrento Valley area of San Diego, CA 92121.
About the BusinessThis is a small, well-established business serving a select group of affluent clients who expect a high standard of care. xzbcwsv The focus is on coordinating multiple aspects of each client’s financial life and ensuring a consistent, high-quality experience.
Please email your responses to the follow-up questions listed below to :
Describe a specific situation where you’ve had good relations working with a supervisorDescribe a specific situation where you’ve had challenging relations with a supervisorDescribe a specific situation where you’ve had good relations with a clientDescribe a specific situation where you’ve had challenging relations with a clientWhere do you want to be both professionally and personally 5 years from now?