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Customer Service Manager Jobs

Company

Robert Half
Address San Francisco, CA, United States
Employment type FULL_TIME
Salary
Category Financial Services
Expires 2023-10-11
Posted at 8 months ago
Job Description

For details on salary, benefits and more details, please reach out to Michael Lauer via LinkedIn

Client Success Manager (CSA)

$80 -$120K Base + Bonus - Hybrid – San Francisco


Company: Our client is a Family Office and consultancy firm helping entrepreneurs create and manage their wealth. They have nearly $1.5B AUM and are looking for a Client Service Manager to join their team.


About this role:

  • Track and manage all aspects of asset movement
  • Resolve complex client service issues
  • Create deliverables for the Financial Advisors
  • Onboarding including processing new account paperwork, ACATs, and wires


Keys:

  • Well organized
  • 2+ years of experience in financial services in a support or operations role
  • Bachelor's degree


Sells:

  • Great benefits
  • Great opportunity for growth
  • Seasoned team that is very supportive