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Client Service Manager (CSM)

Summary

Gratus Capital is a dynamic and growing independent wealth management firm offering a holistic approach to advising clients through comprehensive financial planning and investment management. Gratus has been honored with Forbes’ Top 100 Wealth Advisors in America award for the past six years.

The Client Service Manager (CSM) will work within a wealth advisory team playing an integral role in delivering an exceptional financial planning and advisory services experience to each client. The CSM will focus on client experience with specific attention in the areas of client onboarding, account transitions, relationship management, problem resolution, and process improvement. CSMs are expected to be key contributors to a positive workplace environment and have a strong commitment to teamwork and shared success.

 Overall Responsibilities

  • Optimize the client experience and develop long-term relationships with clients.
  • Provide exceptional service to clients by processing their requests in an accurate and timely manner.
  • Deliver excellent results quickly and efficiently, utilizing effective time management skills and proactive solutioning.
  • Actively participate in client meetings and client service reviews.
  • Drive innovation through curiosity and comprehensive understanding of processes and challenges.
  • Bring energy and excitement to your role every day.

Qualifications

  • Bachelor's Degree required.
  • Minimum 2 years client service experience in the financial services industry; RIA experience preferred.
  • Proficient in Microsoft Office, Salesforce CRM, Tamarac Suite, DocuSign, and custodial institution platforms preferred.
  • Knowledge of the brokerage and/or custody industry.
  • Understanding of financial planning concepts.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to work well on teams and in fast-paced, cross-collaborative environments.
  • Confidence to think analytically and deliver solutions to complex challenges.
  • Commitment to continuous learning. Team members are expected to own their development plan and acquire additional skills that ensure continued growth and effective contributions to the organization.
  • Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
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