Director of Client Services

WHAT WE ARE LOOKING FOR:

CFM is hiring a Director of Client Services to join our office in Virginia Beach, VA. As the Director of Client Services, you will collaborate with other members in our Concierge Department to provide white glove service. The Director of Client Services will join a team of dynamic, collaborative, and client-focused professionals who take pride in delivering massive value to the families the firm serves. Essential duties for the Director of Client Services will include, but are not limited, to:

• Accurately communicate CFM's value proposition.
• Assist with ongoing training in the Concierge Department.
• Oversee all aspects of our Concierge Department.
• Prepare and review investment account applications.
• Facilitate rollover and transfer calls with clients.
• Conduct service meetings, i.e., DocuSign walkthrough, signing forms, etc.
• Manage RMD client distributions.
• Identify opportunities during client interactions.
• Statement review calls.
• Consistently and accurately communicate with clients via email, phone calls, and global relay texts.
• Prepare meeting agendas-coordinate with all departments.
• Responsible for updating/confirming client segmentation. 
• Update and maintain information for vendors, strategic partners, and clients in our CRM.
• Provide online access for client investment accounts.
• Triage all calls to the correct department/manage all service requests for clients.
• Create job aids for all department tasks.
• Performing other duties as assigned and required..

Qualifications/Experience:

• At least 5 years of experience in the wealth management industry.
  
• 4-year undergraduate degree required; preferably in Finance or Accounting or a related major.
  
• FINRA Series 7 and 66 licenses preferred or related licenses (i.e. series 6,63,65).
  
• Exceptional communication and interpersonal skills to foster strong client and team relationships.
  
• Strong computer skills, especially in Excel and/or programming skills a plus.
• Possess a high degree of accuracy and attention to detail.
• Ability to manage and process account applications efficiently and accurately.
  
• Warm, friendly personality with the ability to connect with people.
• Strong Client Services and Customer Service skills to ensure excellent support and relationship management.
  

WHAT WE OFFER:

• CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.
  
  
• Compensation: Base Salary is commensurate with experience ranging from $80,000-$110,000 with incentive compensation.
  
  
• Professional Development: 3 Year CFM Training Program, Designation Reimbursement, etc.
  
  
• Benefits: Medical, Dental, Vision, Retirement Plan (401K), PTO, etc.

HOW DO YOU APPLY TO BE THE DIRECTOR OF CLIENT SERVICES:

• For immediate consideration, please submit your resume in MSWord or PDF format to cfmcontact@cfmva.com.