Manager for Client Support Team with a Focus on Service

Lead a dynamic team in delivering exceptional client experiences as a Manager in Advisor Support. Drive results through effective coaching and by optimizing client advisory opportunities while working on-site full-time.

As a key player in the team, you will develop and support Financial Service Associates to achieve shared objectives. This role emphasizes superior client service and the importance of proactive engagement to meet financial needs. You’ll work closely with both team members and the leadership team to ensure a coherent “One Team” approach in achieving client satisfaction and business goals.

Key Responsibilities:
• Inspire a team focused on delivering exceptional client service
• Optimize interactions through proactive client engagement
• Collaborate with leadership to enhance service delivery
• Resolve client complaints swiftly; escalate when necessary
• Foster a positive and productive team culture

Requi...