Client Service Manager
$80,000–$80,000 year
Remote · Downingtown, Pennsylvania, United States or New York City, New York, United States
Downingtown, Pennsylvania, United States or New York City, New York, United StatesRemoteFull Time$80,000–$80,000 yearMid LevelNot SpecifiedUnknown
Type
Full Time
Level
Mid Level
Education
Not Specified
Company size
Unknown
Job Summary
Bruton Chisnell Advisors (BCA) seeks a Client Service Manager to enhance client relations and support office operations, requiring 3+ years in financial services, a service-first mentality, and strong organizational skills.
Required Qualifications
- 3+ years of financial services experience
- Proven experience in client services
- Ability to maintain highly confidential information
- Highly organized with the ability to manage multiple priorities at once
- Strong desire to learn and grow within the financial planning industry
Desired Qualifications
- Experience in client services with a service first mindset
- Strong technical aptitude; highly comfortable using Microsoft Suite (including Excel)
- CRM and DocuSign experience
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