FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong leadership in developing and mentoring Client Support Specialists while ensuring high-quality client service and effective communication. Possesses expertise in service processes, performance monitoring, and the financial services industry to drive continuous improvement.
Highest-signal resume keywords
Client Service ProcessesLeadership ExperienceKPI ReportingFinancial Technology PlatformsInterpersonal Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Service Standard Program KPIsClient ServicePerformance MonitoringProcess ImprovementFinancial Services KnowledgeManaged AccountsTax ManagementOverlay ServicesTax TransitionConsulting Services
Soft Skills
CoachingCommunicationRelationship BuildingJudgmentAdaptability
Industry Keywords
Registered Investment Advisors (RIAs)Financial ServicesInvestment Advisory IndustryClient SupportService Processes
About the role
Key responsibilities & impact- Lead, coach, and develop a team of four to eight Client Support Specialists
- Build a positive, collaborative, and accountable team culture
- Train team members on service standards, processes, tools, and best practices
- Develop and improve service processes and workflows to increase consistency and efficiency
- Monitor service performance, KPIs, and daily reporting; share results with the VP of RIA Service
- Identify performance gaps, root causes, and improvement opportunities; partner with colleagues and leadership to implement corrective actions
- Serve as the primary escalation point for complex advisor and client service issues
- Resolve client concerns promptly while reinforcing a high-quality, client-focused service experience
- Develop a deep understanding of advisor and client needs to continuously improve the client experience
- Build strong partnerships with internal teams to support timely issue resolution and ongoing service improvement
- Ensure team readiness for new capabilities and product launches
- Work alongside the team to resolve complex client service issues
- Communicate information clearly and proactively to RIA leadership and clients
- Facilitate prompt and effective resolutions
- Help team members understand the broader purpose of their work
Requirements
What you’ll need- Experience (5-10 years) in a service team supporting RIAs or similar experience
- 2 years in a leadership or mentoring role
- Experience maintaining and reporting on Service Standard program KPIs
- Experience with professional development of employees
- Experience delivering top-notch Client Service with enthusiasm and commitment to assisting leadership in building well-defined strategies and pursue long-term goals with energy and tenacity
- Strong expertise in client service processes
- High level of familiarity with financial services and the investment advisory industry
- Experience with financial technology platforms and managed accounts preferred
- Comfortable communicating directly with advisors
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Solid comprehension or ability to quickly learn solutions including SMAs, UMAs, Tax Management, Overlay Services, Tax Transition, partnerships, and consulting services
- Excellent judgment and decision-making skills
- Strong interpersonal skills and ability to build relationships with leaders, integrated team members, and internal partners
- Ability to adapt to and lead in a rapidly changing business and technology environment
- Dependable and consistently meets deliverables
- Must be legally authorized to work in the US
- Visa sponsorship is unavailable
Benefits
Comp & perks- Variable incentive compensation
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule