Director of Client Services

We’re looking for a very special “package of talents”

• An administrative professional who exudes confidence

• An individual who is energized by multi-tasking

• A natural organizer

• A people person who possesses the “nurturing gene”

• A professional in dress and demeanor who is comfortable working with confidential information and developing relationships with affluent clients
   

About us

Zeigler Financial is a financial advisory firm, located in Wilmington, Ohio, that specializes in wealth management for affluent individuals and business owners. Our team is friendly, respectful, collaborative and professional. We focus on leading our clients to make wise financial decisions so they live more meaningful lives. Anchored by our core values of Service, Wisdom, and Integrity, we strive each day to guide with personalized attention, caring counsel, and proactive communication.  Each member of our team plays a specific role in meeting this objective. The role of the Director of Client Services is to maintain a predictable practice environment by delivering efficient, professional service to our clients and providing support to the Advisor(s) in the practice.
 

Responsibilities

• Warmly welcome clients by helping them feel comfortable when they visit the office

• Manage Advisor(s) calendar by scheduling client meetings and other events

• Efficiently process client service requests

• Use the firm’s CRM software and other tools to generate and maintain the office systems manual, document activities, and generate reports

• Manage office supplies, product kits, and marketing materials

• Generate and organize client files for new and existing clients

• Coordinate team meetings with agendas, minutes, task assignments, and follow up

• Support Advisor(s) with their task lists and facilitate task prioritization and completion

• Professionally manage incoming phone calls and email communication with clients and team members

• Follow up with clients and service centers as needed to make sure all paperwork is processed

• Provide marketing support for client communications and events
   

Qualifications

• Required

  • 5+ years of administrative experience

  • Superb organizational ability – you can create and follow systems

  • Strong Microsoft Office skills – Ability to learn other software tools quickly

  • Excellent attention to detail and accuracy

  • Self-directed and resourceful

  • Ability to prioritize projects and follow through on projects independently

  • Excellent interpersonal and phone skills

  • Extraordinary client service attitude

  • Associate Degree or its equivalent

• Preferred

  • Experience and knowledge of financial services industry’s rules and regulations

  • Bachelor Degree
     

Compensation

• Competitive salary commensurate with experience and qualifications

• Paid vacation, holidays, and retirement program