Client Services Practice Manager

Client Services Practice Manager

We are currently searching for a Client Services Practice Manager job in Greensboro, NC. This role is to support two financial advisors with operations and security trading functions. This person will be working with the firm's CRM and trading platforms. You will be interacting with clients, preparing reports for clients and prospects as well as schedule meetings. The ideal candidate will be responsible for providing exceptional client service and administrative support, ensuring smooth operations and enhancing client satisfaction. Must have strong attention to detail and the ability to work independently.

Responsibilities

• Respond to day-to-day inquiries and interactions with clients.
• Assist in the research of client solutions.
• Maintain and organize client files and records.
• Manage calendars and schedule meetings at the request of the financial advisors.
• Prepare for meetings by organizing materials and reports for clients and prospects.
• Follow up on action items and tasks from meetings.
• Correspond with clients to obtain necessary information for financial service requests.
• Assist with the preparation of financial documents and client reports.
• Maintain and update client information in the CRM system.
• Assist with client onboarding and follow-up activities.
• Manage and update the company's website to ensure accurate and current information.
• Oversee the company's social media accounts, creating and scheduling posts to engage with clients and promote services.
• Organize and coordinate client seminars (i.e., invitations, material preparation, event logistics).
• Ensure all activities comply with relevant regulations and company policies, serving as a liaison with our compliance team.
• Approach tasks with an operations mindset, focusing on efficiency and effectiveness.
• Take initiative and work independently to identify and address needs and opportunities.

Qualifications

• Associate's or Bachelor's degree preferred.
• Minimum of 2 years of administrative experience, preferably in a financial services or professional services environment.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
• Familiarity with CRM systems preferred.
• Active Notary Public is a plus.
• Detail-oriented, proactive, and able to work independently.
• Strong problem-solving skills and a positive attitude.
• Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.

Pay Details: $20.00 to $23.00 per hour

Search managed by: Kristin Yates Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, please navigate to https://www-uat.lhh.com/us/en/candidate-privacy.

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance

Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Ref: US_EN_27_813236_3095892