Vice President, Client Services

Private wealth management firm, based in San Francisco, is seeking a Vice President, Client Services, to joing their growing team of dedicated professionals. The primary responsibility of the client service team is to provide support services to ultra-high net worth clients. The ideal candidate is a highly experienced client service professional with at least ten years of experience in family wealth management, or financial services. This person must possess strong interpersonal skills, and be successful at supervising and facilitating team collaboration across departments.

Responsibilities

• Manage client relationship and provide primary contact to clients
• Oversee workflow to ensure daily client transactions are completed (transfers, wires, checks and trading)
• Supervise research and resolution of client questions (investments, tax, estate, and insurance)
• Review quarterly investment performance reports for accuracy
• Review client asset allocation, rebalancing recommendations, and investment strategy
• Organize and participate in client meetings, manage the agenda, and oversee follow-up
• Assist partners/directors in business development efforts and manage implementation for new clients
• Manage relationships with client's outside advisors (CPA, insurance agent, banker, attorney)
• Advise clients regarding all aspects of our client service offering and oversee client reviews to ensure that all aspects have been addressed (tax, investments, insurance, estate plan review, philanthropy planning).

Requirements

• Bachelor's degree required, MBA, CPA, CFP, or CFA preferred
• Self-starter, detail oriented, result focused and collaborative, with a friendly and positive personality
• Ten to fifteen years relevant industry experience, ideally in a high-net-worth wealth management office or public accounting firm, including personnel management and heavy client contact
• Top-notch, client focused, written and oral communication skills
• Ability to handle multiple projects for various team members simultaneously
• Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
• Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable

Starting salary: $200k annually, based on experience. Full benefits include, health, dental, life insurance, 401(k) plan and profit sharing.