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Client Service Director

Employer
Knightsbridge Advisors
Location
Beachwood, Ohio
Salary
commensurate with experience
Closing date
Aug 20, 2021

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
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Job Details

Our firm has been retained by a Beachwood-based Registered Investment Advisor as, due to growth, they are seeking a Client Service Director to provide exemplary customer service to each and every client.

Our client is a full-service multi-family office and a RIA that provides services on a confidential basis. As a manager of managers, they provide clients access to elite investment opportunities through investment partnerships and client-tailored investment models.

The Client Service Director will oversee day-to-day interactions with clients and client teams, have oversight of client transactions, follow-up on client’s needs and requests, and work with the client service team to follow and develop best practices.

The ideal candidate will possess the following:
• Bachelor’s degree in Accounting, Management or Finance
• CFP, JD, MBA, CFA or CPA
• Five years’ experience in a trust department, investment firm and/or family office
• Knowledge in Estate Planning and Financial Planning

The firm offers a collaborative, team-based environment and an opportunity to be an integral part of their team of experts.

Company

Knightsbridge Advisors provides comprehensive and innovative solutions to the human capital needs of financial service institutions worldwide. We specialize in executive retained search, market intelligence, management consulting, and mergers & acquisitions with a strong focus on wealth management and all tangential disciplines that surround it.

Find Us
Telephone
4406663151
Location
1682 Pine Drive
Avon
OH
44011
United States
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