Client Service Manager
Client Service Manager
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1 Vacancy
Job Description
At Capital Investment Advisors (CIA) we strive to help clients reach their goals by focusing on our specialty: Income Investing. We are a feeonly financial advisory and portfolio management firm headquartered in Atlanta with offices throughout the U.S. and $6b in Assets Under Management. Our advisors in Georgia Florida Colorado Texas and Arizona provide clients with a full range of financial advice. Since 1996 CIA has been providing financial strategy and management tailored to the clients individual circumstances and objectives.
Capital Family Office a division of CIA supports the investment objectives and client service needs of ultrahighnetworth individuals and families. Our goal is to simplify their complex wealth management needs by designing modern personalized portfolios that integrate diversified privateled investments and unify the governance of their assets.
Client Service & Operations Manager
The Client Service & Operations Manager will play a pivotal role in delivering a whiteglove service experience for the Client Families of Capital Family Office. This individual will be the first point of contact for clients providing daytoday operational and administrative excellence. From onboarding and opening new accounts to coordinating with custodians CPAs and attorneys the Client Service Manager ensures that our families needs are met in a timely accurate and professional manner.
The ideal person in this role operates effectively in ambiguity has an entrepreneurial spirit and is the definition of a team player. As Capital Family Office grows this role offers the opportunity to shape processes enhance the client experience and establish scalable internal systems.
Core Functions:
Client Onboarding & Account Management
- Manage client relationships across multiple custodial platforms (e.g. Schwab Fidelity)
- Facilitate and monitoring the transfer of assets for new clients
- Lead the onboarding process including gathering necessary documentation establishing new accounts (e.g. brokerage 529 donoradvised funds) and setting up needed banking services
- Coordinate and execute lines of credit margin accounts charitable giving vehicles and other specialized banking / custodial solutions
- Facilitate capital calls and prepare subscription/redemption documents related to alternative investments
- Oversee the execution of new investment strategies or manager hires as directed by the advisor
- Ensure compliance with internal policies and industry regulations
- Serve as a key point of contact for client inquiries addressing cash inflows/outflows billing questions and general account or investmentrelated requests
- Communicate proactively and clearly via phone email and inperson meetings ensuring all inquiries are resolved promptly and with a high level of professionalism
- Support the Advisor in delivering a whiteglove client experience by identifying service needs anticipating potential issues and providing timely highquality solutions
- Maintain notes and records consistently in our CRM (Salesforce) for all client interactions; ensure compliance with all internal firm processes and policies
- Coordinate with CPAs attorneys and other professional partners to gather tax documentation execute estate planning strategies and address any clientspecific tasks
- Manage tax document facilitation with client CPAs ensuring timely and secure transfer of sensitive information
- Work closely with internal advisors portfolio managers and support teams to ensure seamless collaboration and consistent client communication
- Utilize and master key software/tools including Salesforce Black Diamond Schwab Advisor Center Fidelity Wealthscape eMoney Microsoft Office Suite and potentially more
- Identify and implement new technology solutions and process enhancements to improve internal scalability and enhance the client experience and operational efficiencies
- Assist with quarterly review meetings by preparing account summaries performance reports and relevant documentation
- As Capital Family Office scales collaborate with colleagues to refine roles responsibilities and processes to support additional advisors and increased client volume
- Contribute to a positive teamoriented culture that prioritizes exceptional service and continuous improvement
- 10 years of experience in a Client Service role in the Wealth Management industry
- Bachelors Degree from an accredited university
- Series 65 licensed a plus
- Relentlessly passionate about the client experience
- Selfmotivatedand capable of operating proactively with little daytoday direction
- Meticulous attention to detail and organizational skills
- Proficient in Financial Planning systems such as Salesforce Black Diamond and Schwab Advisor Center
- Exceptional communicator who offers warmth and empathy in all client interactions and who can make complex concepts simple
- Maintains the utmost discretion when working with sensitive client information
- Committed to a culture of compliance
- Exhibits the Capital Investment Advisors five Core Values in everything they do
Capital Investment Advisors would like to thank all applicants however only those who qualify for an interview will be contacted. Capital Investment Advisors is committed to a policy of equal employment opportunity and will not discriminate against any applicant or employee based on race color religion national origin sex age disability veteran or military status genetic information or any other legallyrecognized protected basis under federal state or local law.
Required Experience:
Senior IC
Employment Type
Full-Time
