Director Of Client Services

SEARCH Group Partners is seeking a Director of Client Services for one of our Private Equity clients located in Lehi, UT.

In this role, you will manage mostly client service related tasks for the advisory team such as creating reports, opening, transferring and maintaining client accounts. In addition to providing administrative service to the Senior Advisory Team, you will be able to work side by side with the advisors and leaders of the firm with an opportunity to learn the industry from experienced professionals as a stepping stone to career growth. To do this role properly you should be personable and have a desire to interact with clients, have a detailed understanding of the full Microsoft Office suite, be extremely fast at solving problems and have a desire to learn and grow in the financial services industry. To be successful in this role, you should have the ability to think critically around how to make the Client Service Team and its processes more efficient and effective.

Here are a few things you'll likely find yourself doing in this role...

• Provide exceptional service to all of our clients
• Ability to work with DocuSign and other company software's to effectively and efficiently open client accounts and communicate with clients.
• Oversee all client communications regarding announcements, etc
• Preparing financial statements, reports, memos, invoices letters, and other documents.
• Answering phones and routing calls to the correct person or taking messages.
• Filing and retrieving client records, documents, and reports.
• Researching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.
• Prepare Advisor with necessary paperwork prior to client meetings.
• Accurate recording minutes from meetings.
• Using various software, including word processing, spreadsheets, databases, and presentation software.
• Reading and analyzing incoming memos, submissions, and distributing them as needed.
• Performing office duties that include ordering supplies and managing a records database.
• Opening, sorting and distributing incoming faxes, emails, and other correspondence.
• Provide general administrative support.
• Provide periodic recaps to the advisor summarizing work completed and outstanding

Here's what you need to have...

• Desire to learn and grow in the financial services industry
• In-depth understanding of entire MS Office suite.
• Ability to organize a daily workload by priorities.
• Must be able to meet deadlines in a fast-paced quickly changing environment.
• A proactive approach to problem-solving with strong decision-making skills.
• Professional level verbal and written communications skills.
• Strong customer focus, work ethic, and extremely organized
• Personable, comfortable engaging clients as a regular part of daily duties
   
• Director Requirements:
• Strong Leader
• Ability to think critically and create efficiencies within the department
• Ability to de-escalate issues amongst co-workers
• Work alongside corporate leaders to grow company culture

About SEARCH Group Partners

SGP provides professional talent acquisition and consulting services. The services we offer include temporary, temporary-to-hire, permanent placement, executive search, consulting, interim management transitions, on-site solutions, outsourcing, talent development and human resources. SGP believes in and understands the importance of investing time into both our clients and candidates. We know what it takes to forge successful, professional, long-lasting relationships and partnerships. We represent an exclusive network of professionals and take the time to get to know every one of our clients and candidates personally.

At SEARCH Group Partners, we celebrate and support diversity and are proud to be an Equal Opportunity & Affirmative Action employer. In order to comply with federal regulations, we maintain records of the race and gender of applicants. For this reason and this reason only, we ask that you indicate your gender, race and ethnicity. If you do choose to answer these questions, this information will not affect your being considered for employment opportunities for which you are qualified.