Client Services Director jobs in Connecticut

Client Services Director directs and oversees the implementation operations of an organization. Oversees a team responsible for installing and deploying technical systems, software, hardware, or solutions. Being an Client Services Director implements policies and creates procedures to ensure consistency and high-quality work. Ensures that the timelines, planning, scoping, and cost estimates support successful projects that meet the needs of the client organization. Additionally, Client Services Director tracks implementation timeliness and client issues and develops solutions to implementation problems or challenges. Develops team skills and expertise with coaching and training activities. Requires a bachelor's degree in area of technical specialty. Typically reports to senior management. The Client Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Client Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Director of Private Client Services
  • GYL Financial Synergies
  • Westport, CT FULL_TIME
  • Summary/objective 

    The Director of Private Client Services oversees the private client services team and provides administrative support to one or more Financial Advisors or Partners of the firm. Responsibilities include opening new accounts, creating households in the CRM, cashiering, ACH transfers, assisting clients, researching client problems, maintaining account records, and preparing client communication. Additional duties include scheduling client meetings, maintaining outlook calendars, and assisting with travel schedules. 

    An essential function of the role will be to provide leadership to the Client Service team. 

     

    Essential Functions 

    Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.  

    Performs all aspects of the Senior Client Associate role plus: 

    • Leads and manages Client Service team in Westport, CT location. 
    • Clearly communicates performance expectations to members of their team. 
    • Controls work distribution between Client Associates.  
    • Coordinates and approves PTO and other leave within their department and ensures sufficient coverage is in place. 
    • Provides continuous feedback and coaching to team members regularly.  
    • Responsible for staff development, leadership coaching and associate engagement.  
    • Responsible for new hire training.   
    • Educates all Client Service team members when there are changes in processes.   
    • Participates in completion of year-end reviews for members of their team. 
    • Assists clients. 
    • Researches client issues. 
    • Prepares and processes client documentation. 
    • Opens new client accounts and creates households. 
    • Maintains client records. 
    • Executes cashiering, money movement, and ACH requests. 
    • Meets with clients and assists with paperwork. 
    • Oversees and meets with Client Service team to review new private client initiatives. 
    • Prepares client communication. 
    • Answers incoming client calls. 
    • Oversees general office management. 
    • Oversees the ordering of office supplies. 
    • Ensures Client Service team maintains look and tidiness of office space. 
    • Participates in new initiatives and projects. 

     

    Competencies 

    • Communication Proficiency. 
    • Teamwork. 
    • Technical Capacity. 

     

    Supervisory Responsibility  

    This position has supervisory responsibilities. 

     

    Work Environment  

    This job operates in a professional office setting. This position uses common office apparatus such as computers, phones, photocopiers, filing cabinets and fax machines. 

     

    Physical Demands 

    The physical demands described here represent those that are required by an employee to successfully perform the essential job functions.  

    This job requires the employee to regularly talk and hear. Additionally, the employee is often required to stand; walk; use wrists, hands, and fingers to type, handle or feel; and reach with hands and arms. From time to time, light lifting may be required for routine office tasks such as client mailings, refilling copiers, etc.  

     

    Position Type/ Expected Hours of Work 

    This is a full-time position where the employee is expected to be in the office Monday through Friday from 8:30a.m. to 5:00p.m. 

     

    Travel 

    Travel is not predicted for this job. 

     

    Community and Volunteer Activities  
    The GYL team routinely supports a number of charitable organizations and activities. It is strongly encouraged that the Director of Private Client Services is willing to occasionally, as their schedule permits, participate in activities with other team members.  

     

    Additional Eligibility Qualifications 

    • 10-15 years of operational experience within the financial services industry. 
    • Bachelor’s degree required. 
    • Must have strong organizational and prioritization skills. 
    • Ability to work independently to research and resolve client issues. 
    • Must have an understanding of appropriate paperwork and procedures necessary to process transactions. 
    • Client services oriented. 
    • Strong attention to detail. 
    • Must be computer literate and proficient with Windows, Word, and Excel. 
    • Fidelity or Schwab experience would be preferred. 
    • Ability to multi-task. 
    • Work both independently and within a team. 
    • Ability to problem solve and determine the most effective method of problem resolutions while complying with corporate and regulatory procedures.  

     

    Required Education and Experience 

    • Education: Required – Bachelor’s degree; Preferred – Bachelor’s degree in Finance or related field. 
    • Licenses: Required- Series 63/65 or 66. 
    • Work Experience: Preferred – Worked with or in an RIA and has experience with Fidelity and its systems. 
    • Years of Experience: Required – 10 to 15 years of experience. 

     

    Other Duties 

    Please note this job description is not a comprehensive listing of day-to-day activities, responsibilities, or tasks that are required of the employee for this job. Day-to-day tasks, responsibilities, and activities may change at any time with or without notice.  

  • 10 Days Ago

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Tax Director - Private Client Services (Hybrid)
  • Andersen
  • Hartford, CT FULL_TIME
  • The Firm At Andersen Tax LLC (“Andersen”), we offer a rewarding career path for exceptional, motivated, and entrepreneurial individuals. From the moment your employment begins, you will be exposed to ...
  • 21 Days Ago

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Client Services Navigator - Community Services
  • Thames Valley Council for Community Action
  • London, CT FULL_TIME
  • The Client Services Navigator-Community Services provides universal intakes, assessments, referral to TVCCA programs, application assistance for DSS programs, and information and referral services to ...
  • 9 Days Ago

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Project Coordinator Client Services
  • Evince Communications
  • Wilton, CT FULL_TIME
  • Expanding specialized medical marketing & communications firm needs a Project Coordinator to assist with pharmaceutical and HCP programs and initiatives across Client Services. The Project Coordinator...
  • 19 Days Ago

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Client Services Team Lead
  • Vision Financial Markets LLC
  • Stamford, CT FULL_TIME
  • Vision Financial Markets LLC (“Vision”) is registered with the Securities and Exchange Commission (“SEC”) as a self‐clearing securities broker‐dealer, which provides clearing and settlement, execution...
  • 1 Day Ago

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Overnight Client Services Representative
  • Bolton Veterinary Hospital
  • Bolton, CT FULL_TIME
  • Description:We currently have one full-time, overnight CSR position for the following overnight shifts:8pm - 8:30amThe shift differential for overnight hours is 30%Please review the description below ...
  • 2 Days Ago

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Director of Client Services
  • Hamlyn Williams
  • Our client, a financial technology investment firm is looking to add a Director of Client Services to join their team in...
  • 3/29/2024 12:00:00 AM

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Director of Client Services
  • Bleakley Financial Group
  • Fairfield, NJ
  • Director of Client Services Location: Fairfield, NJ About Us: We are a leading Independent Registered Investment Advisor...
  • 3/29/2024 12:00:00 AM

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Managing Director/Director Client Services
  • CFO's Domain
  • Los Angeles, CA
  • Title: Managing Director / Director of Client Services Company: CFO’s Domain Location: Los Angeles Compensation Structur...
  • 3/28/2024 12:00:00 AM

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Client Services Director (US)
  • Cognite
  • Boston, MA
  • Hybrid within the Boston/Cambridge area. In a fast-changing world in which our clients seek to deliver life-changing med...
  • 3/28/2024 12:00:00 AM

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Client Service Director
  • Kennedy Jenks
  • Founded in 1919, KJ has always looked to the future. With a talented team of professionals and a culture of continuous i...
  • 3/28/2024 12:00:00 AM

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Managing Director/Director Client Services
  • CFO's Domain
  • Title: Managing Director / Director of Client Services Company: CFO’s Domain Location: San Francisco Compensation Struct...
  • 3/28/2024 12:00:00 AM

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Client Services Director
  • The Burns Phillips Law Firm, PLLC
  • Conroe, TX
  • ISO A NEW TEAM MEMBER! We have a job opening for a CLIENT SERVICES DIRECTOR FOR OUR FAMILY-FOCUSED ESTATE PLANNING PRACT...
  • 3/25/2024 12:00:00 AM

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Director of Client Services
  • Griffin Resources
  • Boston, MA
  • The Role Griffin Resources is recruiting on behalf of an Accounting Firm located in Boston, MA. The Client Services Dire...
  • 3/25/2024 12:00:00 AM

Connecticut is bordered on the south by Long Island Sound, on the west by New York, on the north by Massachusetts, and on the east by Rhode Island. The state capital and fourth largest city is Hartford, and other major cities and towns (by population) include Bridgeport, New Haven, Stamford, Waterbury, Norwalk, Danbury, New Britain, Greenwich, and Bristol. Connecticut is slightly larger than the country of Montenegro. There are 169 incorporated towns in Connecticut.The highest peak in Connecticut is Bear Mountain in Salisbury in the northwest corner of the state. The highest point is just east...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Services Director jobs
$196,682 to $290,567

Client Services Director in Bakersfield, CA
The team is split between client facing-account teams, technical services teams who build out and QA all campaigns and then our designers who make everything look beautiful.
January 31, 2020
Client Services Director in Mcallen, TX
Based on our compensation data, the estimated salary potential for Client Services Director will increase 16 % over 5 years.
February 01, 2020
Client Services Director in Kennewick, WA
Entral Employment are delighted to be working alongside a repeat award-winning digital agency as they look to strengthen their client services team, with the appointment of a Digital Account Director.
December 11, 2019