Director of Client Services

Director of Client Services Position Description / Posting

Who we are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first.

Legacy Wealth Management, a growing financial services firm, is seeking an energetic individual to assist us in our mission of adding massive value to the lives of our clients. This is your chance to be part of a successful team in a fast-growing organization. If you have a positive attitude, share our vision, and possess a burning desire to succeed, then we would love to hear from you!

Description

The Director of Client Services plays an important role in setting the tone for the organization. As the first and last person clients see when they are in the office, this team member is instrumental in making sure clients have a positive experience. This person also has overall responsibility for delivering

extraordinary client service, executing successful client events, and coordination of the firm’s marketing efforts. This individual must be professional, caring, and genuinely interested in making our clients feel special.

Responsibilities and Activities

· Greets clients and prospective clients in a friendly and sincere manner, making them

feel comfortable when they visit the office.

· Handles incoming telephone calls.

· Handles calendars for the Wealth Advisor(s) and others in the office.

· Schedules client review appointments

· Schedules prospective client appointments

· Delivers concierge services to clients:

o Coordinates all gifts and cards

o Coordinates random acts of kindness

o Makes periodic “stay in touch” calls

· Coordinates all activities related to client events:

o Coordinates all elements of each event including selecting locations, food and

beverage service, audio/visual needs, registration/RSVP process, invitation

design, nametag creation, and other event details.

· Manages social media presence

· Manages website

· Develops invitations, announcements, and other client communications

Knowledge, Skills, and Abilities

Requirements:

· Excellent interpersonal skills

· Excellent attitude and an extraordinary client service orientation

· Superior Phone Skills-friendly and helpful in all interactions on the phone.

· Excellent organizational and time management skills

· Professional demeanor

· Marketing and/or event management experience is a plus

· Proficiency with Microsoft Office Suite (Word, Excel, etc..)

· Attendance is an essential function

We offer a great working environment in a beautiful and professional office location.

This is your chance to play a key role in the continued success of our company. Our

culture is fast-paced, motivational, and focused on improving our client’s lives.

For more information about our company, please visit our website http://www.legacywealthky.com

Job Type: Full-time

Salary: $30,000.00 to $35,000.00 /year

Experience:

• Client Service and Marketing: 2 years (Preferred)

Location:

• Lexington, KY 40504 (Required)

Work Location:

• One location

Benefits:

• Paid time off
• Professional development assistance

Schedule:

• Monday to Friday
• No weekends