Do you want to make an impactful difference in someone's life? Do you thrive on delivering excellent client service?
We are searching for the very best person to be our Director of Client Services. Our ideal candidate is an experienced financial services professional who enjoys a fast-paced environment and is adept at serving our unique, high-relationship clientele representing our firm and in support of their advisor.
This position is practice-wide in its scope, focus and responsibility. You will be responsible to resolve the majority of client service issues that arise day to day, proactively navigate client service initiatives for the firm -- namely RMDs and 529 accounts as well as about half of the trading for the firm.
In this very hands-on role, the Director of Client Services must be fully dedicated, professional in appearance and mannerisms, genuinely caring, able to supervise / train support staff and have a willingness to serve as a contributing key team member. Our Director of Client Services is also expected to become appointed as a registered representative and investment advisor representative of Commonwealth Financial Network within their first anniversary with Clarion.
Required knowledge, skills and abilities include a strong work ethic, client service orientation, superior attention to detail, excellent multi-tasking abilities and work-flow habits, outstanding time management skills, flexibility, adaptability and the ability to receive and give delegation while coordinating with others to meet business deadlines. A high level of competency using Microsoft software, comfort in learning / employing new technology, excellent communication (phone etiquette, verbal and written) skills and the ability to think fast and drive to solutions are required.
This is a full-time salaried position (DOE and caliber) with bonus opportunities. In addition, variable compensation is available as an associate financial advisor (timeframe noted above). 401k with immediate vesting and group health, dental and vision insurance available. Clarion is an equal opportunity employer.
Please utilize a cover letter and resume (include a salary history) when applying. No phone calls or faxes.
3-5 years experience in the financial services industry is required. FINRA s7, s66 and Virginia L/H (with variable) are also requirements for this position.
Additional Salary Information: Bonus and Variable Income available
About Clarion Wealth Management Partners
Clarion Wealth Management Partners is an independent financial advisory firm located in the Northern Virginia area serving more than 300 families locally and across the country. We specialized in and are dedicated to providing financial services a maturing population of clients, helping them preserve, protect and grow wealth as they enter into or sustain their retirement. We are partnered with Commonwealth Financial Network, one of the leading independent broker-dealers in the nation.
BACK TO TOP
PA Banking Career Center is Just One of the Benefits.
Discover what else PBASC Membership has to offer!
The job you are trying to reach from was originally posted at PA Banking Career Center.
For customer support, please call 1-888-491-8833 Ext. 2240 (Extension Required)