Client Manager at Clearstead Advisors LLC

Seattle, Washington, United States -

Full Time

Start Date

Immediate

Expiry Date

18 Jun, 26

Salary

0.0

Posted On

20 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Relationship Management, Operational Support, Administrative Support, Technical Support, Communication, Problem Resolution, Time Management, Organizational Skills, Microsoft Office Suite, CRM Maintenance, Compliance Adherence, Project Management, Risk Management, Bill Pay Support, Reporting

Industry

Financial Services

Description

Description We are seeking a Client Manager to play a key role on our relationship team to support and facilitate the client experience. The Client Manager serves as the primary and first contact for all service requests and technical support, resolving a variety of client operational, banking, bill pay, reporting and risk-management inquiries. This is a key team member on our relationship team, as the Client Manager is accountable for facilitating and positively influencing the client experience by effectively communicating and delivering accurate and providing timely resolution. The Client Manager partners with the Client Associate team to effectively execute special client projects as requested by the client and/or directed by the Advisor or Director. In this position you will: Act as the client's primary point of contact for all operational and administrative tasks, and serve as liaison between clients, custodians and other partners Provide operational and administrative support to Associate Advisors and Lead Advisors Organize, track and lead team projects, seeing them through to successful completion Provide support across a diverse suite of services and coordinate with third parties including but not limited to brokerage firms, banks, accountants, insurance agents, attorneys, trustees, and real estate agents Schedule and coordinate client meetings, and prepare meeting materials in advance Maintain client information in CRM and other reporting systems Coordinate quarterly tax payments and gather tax documents as part of the tax return preparation process. Work with all members of the team and the Chief Compliance Officer to adhere to federal, state and company compliance rules and guidelines. Requirements The successful candidate will have: A minimum of 3+ years client service experience required. Specific investment management experience preferred. Excellent skills in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) Exhibits unfailing personal integrity Ability to take ownership for delivering outstanding client experience Excellent communication skills, including proper grammar and punctuation Strong organizational skills and ability to follow established processes consistently Capability to effectively manage priorities in a fast-paced environment Skills to work collaboratively to achieve client and organizational objectives Ability to resolve complex problems in a thorough, creative, timely manner Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law. The qualified candidate can expect: A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization. The opportunity to join a growing firm that offers professional growth in an industry that is both dynamic and intellectually challenging. An opportunity to work with high-profile private clients and institutions across the country. A competitive base salary with an incentive bonus program 401(k) Savings plan with company contributions Health, Dental, Vision, and Long-term disability insurances Generous paid time off program We are Clearstead…an independent wealth management and investment consulting firm in Cleveland, Ohio. Our private clients are families, individuals, and related entities. Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. There’s a popular line at Clearstead, “There are no sharp elbows.” Employees have a voice in driving our success through our innovative, team-based approach. By empowering employees with rewarding careers, ownership, and valuing their perspectives we foster a culture of collaboration. This helps us attract and retain strong and motivated individuals.

Responsibilities

The Client Manager acts as the primary point of contact for clients, handling service requests, operational tasks, and administrative support for advisors. This role involves coordinating with various partners, managing team projects, and ensuring accurate and timely resolution of client inquiries.