Talent.com
Heritage Financial Consultants
Client Experience & Practice ManagerHeritage Financial Consultants • Hunt Valley, MD, US
No se aceptan más aplicaciones
Client Experience & Practice Manager

Client Experience & Practice Manager

Heritage Financial Consultants • Hunt Valley, MD, US
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
  • Quick Apply
Descripción del trabajo

Client Experience & Operations Manager

Heritage Financial Consultants – Hunt Valley, MD

We are a high-performing financial planning team seeking a Client Experience & Practice Manager to take ownership of our client service and operational systems.

This role is critical to delivering a seamless, high-touch experience for our clients while ensuring nothing falls through the cracks behind the scenes. You will serve as the primary point of contact for client service needs while managing and improving the internal processes that keep our business running efficiently.

This is not a sales role. It is an execution and ownership role for someone who takes pride in doing things the right way, every time.

Key Responsibilities

  • Serve as the primary point of contact for client service requests via phone and email with fast, polished, and professional communication
  • Own follow-ups and ensure all client action items are completed accurately and on time
  • Manage and execute new account opening, transfers, and client service requests
  • Prepare and organize materials for client meetings (reports, forms, summaries, etc.)
  • Track and manage client workflows to ensure a consistent, high-quality experience
  • Utilize CRM and custodial systems to maintain accurate client records and documentation
  • Coordinate with advisors and team members to ensure seamless execution of client needs
  • Identify inefficiencies and help improve internal systems and processes over time
  • Generate client reports and assist with ongoing planning and service initiatives

Requirements

  • 3–7 years of experience in financial services or a professional office environment
  • Proven experience handling client communication via phone and email
  • Strong attention to detail with the ability to consistently execute accurately
  • Highly organized with strong follow-through and time management skills
  • Ability to manage multiple priorities and meet deadlines in a fast-paced environment
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
  • Experience with CRM systems and account processing is a plus
  • Bachelor’s degree preferred
  • Industry licenses (Series 6/7, Life & Health) are a plus but not required

Benefits

  • Competitive base salary with performance-based bonus potential
  • Paid time off, including vacation and personal days
  • Company-sponsored retirement plan
  • Health insurance coverage (with flexibility to expand benefits over time for the right candidate)
  • Support for professional development, licensing, and continuing education
  • Clear path for growth and increased responsibility within the firm
  • Strong team-oriented culture with regular team events and outings
  • Company-sponsored lunches every Wednesday
  • Opportunities to participate in charity and community involvement days
  • In-office role with opportunity for partial remote flexibility over time
  • Free parking

Equal Opportunity Employer

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Crear una alerta de empleo para esta búsqueda

Client Experience & Practice Manager • Hunt Valley, MD, US

Ofertas similares

Client Relations Manager - National Accounts

Franklin ResourcesBaltimore, MD, United States
A tiempo completo

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals.Our dynamic firm spans asset management, wealth ... Mostrar más

 • Oferta promocionada

Job Client Operations Manager - ADP System

AssuredPartnersCockeysville, MD, United States
A tiempo completo

The Client Operations Manager role is responsible for the collection, analysis and processing of client data and preparation of client invoices, vouchers, and other client-related reports through t... Mostrar más

 • Oferta promocionada

Manager, Software Engineering (Card Experiences)

AffirmBaltimore, MD, United States
A tiempo completo

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We are looking for an Eng... Mostrar más

 • Oferta promocionada

Tax Senior Manager, Private Client & Family Office Services

BDO USAOwings Mills, MD, United States
A tiempo completo

The Tax Senior Manager, Private Client & Family Office Services (PCS‑FOS) acts as a leader within the PCS‑FOS group.This position is tasked with assisting with building a robust PCS‑FOS practice.Th... Mostrar más

 • Oferta promocionada

Market Launch BCBA | Maryland | Leadership + Clinical

Take a Seat PeopleMD, United States
A tiempo completo

Market Launch BCBA | Maryland | Leadership + Clinical.Some BCBA roles ask you to show up, see your caseload, and go home.We're partnering exclusively with an ABA provider expanding into Maryland — ... Mostrar más

 • Oferta promocionada

Client Account Manager

T Rowe PriceOwings Mills, MD, United States
A tiempo completo

Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization with more than 85 years of experience, we p... Mostrar más

 • Oferta promocionada

Experienced Clinical Trial Manager - Full-Service

Syneos Health/ inVentiv Health Commercial LLCBaltimore, Maryland, United States
A tiempo completo

Experienced Clinical Trial Manager - Full-Service.Syneos Health is a leading fully-integrated life sciences services organization built to accelerate customer success.We partner with innovators at ... Mostrar más

 • Oferta promocionada

Client Solutions Manager

Slice Merchant ServicesMaryland City, MD, US
A tiempo completo

Excellent opportunity to join a leading, national credit card processing company that has over a decade of industry experience.Slice Merchant Services offers innovative payment processing solutions... Mostrar más

 • Oferta promocionada

Customer Experience Manager

Weis MarketsEdgewater, MD, United States
A tiempo completo

Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of its associates and communities?... Mostrar más

 • Oferta promocionada

Customer Experience Associate

Weis Markets, Inc.Towson, MD, United States
A tiempo completo

Overview Looking for a company that treats associates with respect, understanding, and appreciation? Looking for a company that is passionate about teamwork and the growth of it's associates and c... Mostrar más

 • Oferta promocionada

Tax Senior Manager: Strategic Planning & Client Leadership

H. T. PROF GroupBaltimore, MD, United States
A tiempo completo

PROF Group in Baltimore, MD seeks a Senior Tax Manager with over 8 years of public accounting experience focused on tax issues.The role involves interacting with clients and team members to provide... Mostrar más

 • Oferta promocionada

Manager, Analytics Individual Investor

T Rowe PriceOwings Mills, MD, United States
A tiempo completo

Manager Of Individual Investor Analytics.Rowe Price, we identify and actively invest in opportunities to help people thrive in an evolving world.As a premier global asset management organization wi... Mostrar más

 • Oferta promocionada

Senior Client Manager, Business Insurance

Mercer FranceHunt Valley, MD, United States
Indefinido

Senior Account Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talen... Mostrar más

 • Oferta promocionada

Senior Client Manager, Business Insurance

Marsh & McLennanHunt Valley, MD, United States
Indefinido

Senior Account Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talen... Mostrar más

 • Oferta promocionada

Senior Client Manager, Business Insurance

Oliver Wyman, LLCHunt Valley, MD, United States
Indefinido

Senior Account Manager, Business Insurance.Award-winning, inclusive, Top Workplace culture doesn't happen overnight.It's a result of hard work by extraordinary people.The industry's brightest talen... Mostrar más

 • Oferta promocionada

Customer Success Manager

Hire Ability RecruitingBaltimore, MD, United States
A tiempo completo

Property Manager | Client Success Focus (no experience needed).Location: Baltimore (Federal Hill).Compensation: $85K total compensation (Year 1).We're working with a growing property management fir... Mostrar más

 • Oferta promocionada

Tax Senior Manager - Private Client Services

EisnerAmperOwings Mills, MD, United States
A tiempo completo

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you’re starting out in your career or taking your next step as a seasone... Mostrar más

 • Oferta promocionada

Tax Senior Manager, Private Client Services

EisnerAmper LLPOwings Mills, MD, United States
A tiempo completo

At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone... Mostrar más

 • Oferta promocionada

Advanced Analytics - Health Sector - Senior Manager - Consulting

EYBaltimore, MD, United States
A tiempo completo

At EY, we’re all in to shape your future with confidence.We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ... Mostrar más

 • Oferta promocionada

Contracts Manager

EA Engineering Science and TechnologyCockeysville, MD, United States
A tiempo completo

At EA, you'll find yourself surrounded by dynamic professionals that embrace collaboration and curiosity to foster innovation and problem-solving.This culture forms the essence of our value proposi... Mostrar más