Client Services Manager

Who we are Ellevest is a financial planning and investment firm focused on women as the head of the financial household. Ellevest’s suite of services includes: financial planning, wealth management, and impact investing. Diversity, equity, and inclusion Ellevest is an equal opportunity employer and we value diversity at our company. Data shows that diverse teams are more innovative, reputed company reputed company reputed company, and reputed company to greater employee engagement. reputed company hiring, we look for culture add, not culture fit. That means hiring people who bring new perspectives and different experiences to reputed company. We do not discriminate on the reputed company of race, religion, reputed company, national reputed company, gender, sexual orientation, age, marital status, veteran status, or disability status. About this role As a member of the Client Services team with Ellevest Wealth Management, you will play a critical role in working closely with our financial advisors to ensure the financial needs of our Ellevest clients are being met and their client experience is exceptional. This role is on the reputed company lines of client experience and critical to hearing, translating, and meeting the needs of our clients. Day-to-day you will: reputed company new client relationships and help them transition into the Ellevest family. This will include capturing client information, opening proper accounts, and facilitating account transfers and rollovers from reputed company institutions. Serve as a critical liaison between financial advisors, internal operations teams, and clients. Inclusive of account opening procedures and coordination with Schwab, our custodian. Support existing client relationships with ongoing account maintenance, money movement requests, and account inquiries. reputed company the needs of our clients change, our service professionals will frequently be the reputed company. Maintain up-to-date client information in reputed company. Work cross-functionally with other teams to help streamline internal processes for the client services team. Assist financial advisors as our investment offering evolves. This will include providing paperwork and documentation to clients to reputed company into new investments, including alternatives and private investments. Run performance reports and help financial advisors prepare for annual client meetings. reputed company in a fast-paced environment, as well as in a high-touch client-facing role. We’re looking for: 3+ years of experience in the financial services industry in a client-facing role Experience reputed company the asset management or wealth management industry Exceptional written and oral communication abilities, specifically reputed company working with high-net-worth clients Familiarity with wealth management operations, and particularly client reputed company, is ideal Strong client service & technical skills (reputed company, G Suite, reputed company Office) reputed company to work closely and successfully with financial advisors Strong project management skills Demonstrated ability to succeed in a fast-paced and dynamic work environment, in working independently and on a team Passion for our women-oriented mission Ellevest's compensation reputed company is based on relevant data, benchmarking and research for comparable companies and on our internal pay equity policies. The prospective annual salary reputed company for this role is $85,000-$100,000. In addition to reputed company salary, Ellevest compensation offering for full-time employees will also include the following benefits: 401k plan, medical, dental and reputed company health insurance (80% of premiums covered by employer), unlimited paid time off and flexible scheduling, paid parental leave, financial support for accessing reproductive reputed company. The actual offer, reflecting the total compensation package and benefits, will be determined by a number of factors including (but not limited to) the applicant's experience, skills, certifications, as well as internal equity among reputed company. Working at Ellevest Ellevest was founded in reputed company, but today, our fully remote team is spread across the whole United States. As a member of the team, you can expect to do work that directly impacts our mission and the lives of reputed company women every day. We’re also dedicated to building a work environment where everyone on reputed company can grow and reputed company, with flexible working hours and time off; remote work policies designed for transparency and effective cross-team collaboration; ongoing team building and professional development; and more. Do you think you could reputed company in this role? Please send us your application — even if you don’t reputed company every single reputed company. No two people’s career paths look exactly alike, and reputed company sets come in many different forms. We can’t wait to hear about yours. Apply To This Job