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Vice President of Client Services
Vice President of Client ServicesEvolve Talent Partners • San Francisco, CA, United States
Vice President of Client Services

Vice President of Client Services

Evolve Talent Partners • San Francisco, CA, United States
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Vice President, Client Services

Private wealth management firm, based in San Francisco, is seeking a Vice President, Client Services to join their growing team of dedicated professionals.

Location

San Francisco, CA

Base pay range

$150,000.00 / yr - $200,000.00 / yr

Responsibilities

  • Manage client relationship and serve as primary contact to clients
  • Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)
  • Supervise research and resolution of client questions (investments, tax, estate, and insurance)
  • Review quarterly investment performance reports for accuracy
  • Review client asset allocation, rebalancing recommendations, and investment strategy
  • Organize and participate in client meetings, manage the agenda, and oversee follow-up
  • Assist partners / directors in business development efforts and manage implementation for new clients
  • Manage relationships with client’s outside advisors (CPA, insurance agent, banker, attorney)
  • Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning)

Requirements

  • Bachelor’s degree required; CPA, CFP or CFP strongly preferred
  • Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality
  • Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact
  • Top-notch, client focused, written and oral communication skills
  • Ability to handle multiple projects for various team members simultaneously
  • Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
  • Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable

    • Seniority level

    Mid-Senior level

    Employment type

    Full-time

    Job function

    Accounting / Auditing, Strategy / Planning, and Customer Service

    Industries

    Financial Services and Investment Management

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