Role OverviewThe Client Services Business Manager is the operational hub of the Client Services department, responsible for the systems, processes, communications, coordination, and administrative execution that keep the team running smoothly. This role focuses on internal enablement supporting Client Service leaders and partnering across HR, Technology, Finance, and Operations so advisors and client-facing team members can focus on delivering outstanding service.
What You Will Do
Key responsibilities include people development, hiring and onboarding, team coordination, events and meetings, budget and resource coordination, operational excellence, and systems and communications.
Why It Might Be a Fit
The ideal candidate will have 5+ years of experience in operations, coordination, administration, or program management, with a highly organized, detail-oriented, and comfortable managing multiple priorities and stakeholders. Proficiency with Microsoft 365 tools and comfort learning new systems is required.
Requirements
- Bachelor’s degree required
- 5+ years of experience in operations, coordination, administration, or program management
- People-management experience preferred
- Proficiency with Microsoft 365 tools
Benefits
- Competitive salary commensurate with experience and skills
- Meaningful annual bonus based on company and individual performance
- Medical, dental, and vision coverage
- Generous time off (including a sabbatical program after 10 years)
- Flexible spending plans for health care, transportation, and dependent care
- 401(k) plan
- Educational reimbursements
]]>