Vice President of Client Services

Vice President, Client Services

Private wealth management firm, based in San Francisco, is seeking a Vice President, Client Services to join their growing team of dedicated professionals.

Location

San Francisco, CA

Base pay range

$150,000.00 / yr - $200,000.00 / yr

Responsibilities

Manage client relationship and serve as primary contact to clients

Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)

Supervise research and resolution of client questions (investments, tax, estate, and insurance)

Review quarterly investment performance reports for accuracy

Review client asset allocation, rebalancing recommendations, and investment strategy

Organize and participate in client meetings, manage the agenda, and oversee follow-up

Assist partners / directors in business development efforts and manage implementation for new clients

Manage relationships with client’s outside advisors (CPA, insurance agent, banker, attorney)

Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning)

Requirements

Bachelor’s degree required; CPA, CFP or CFP strongly preferred

Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality

Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact

Top-notch, client focused, written and oral communication skills

Ability to handle multiple projects for various team members simultaneously

Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional

Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable

Seniority level

Mid-Senior level

Employment type

Full-time

Job function

Accounting / Auditing, Strategy / Planning, and Customer Service

Industries

Financial Services and Investment Management

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