Client Service Manager - VLP Financial Advisors, Inc

At VLP Financial Advisors, we believe that financial planning is a process, not a product. Our team aims to provide clients with the highest quality investment and planning services by employing sophisticated investment solutions tailored to each individual situation.

Employee owned, VLP Financial Advisors has grown from a sole practitioner to a partnership managing over $1.2 billion in client assets nationwide. The continued growth and success of the firm is through the referrals of our valued clients and strategic alliances, and our commitment to employing top-notch professionals to provide excellent service.

Core Value:

• People First
• Team Player
• Thoughtful
• Forward Thinker
• Growth Oriented

We are looking for people who agree with our mission, who have a passion for excellence, a willingness to exceed client expectations, and exceptional attention to detail. As a Client Service Manager, you will provide excellent customer service and Advisor support.

Responsibilities will include but are not limited to:

• Client and Advisor Support: Providing account information to clients and Advisors, and maintaining client relationships
• Account Management: Ensuring proper account opening procedures and documentation, maintaining client records and files, handling incoming phone calls, scheduling appointments, processing incoming paperwork and deposits
• Client Interaction: Serving as first point of contact for most clients thus setting the tone of the experience
• Relationship Cultivation: Cultivating relationships with clients to proactively help resolve issues and concerns
• Telephone Coverage: Providing excellent telephone coverage, handling urgent calls with professionalism and good judgment through to resolution
• Compliance: Complying with all industry rules and regulations, as well as all firm policies
• Client Services: Greeting guests and clients, providing exceptional service

Required Qualifications:

• Bachelor’s Degree: Preferably in Business, Finance, Accounting, or a related field.
• Industry Experience: At least 2-3 years in a similar role within wealth management or a related financial services firm. 
• Client Service Experience: Demonstrated experience in client-facing roles, particularly in managing client relationships and providing exceptional service.
• Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and advisors.
• Organizational Skills: Strong ability to manage multiple tasks, maintain client records, and ensure compliance with industry regulations.
• Problem-Solving Skills: Ability to proactively resolve client issues and concerns with professionalism and good judgement.
• Technical Proficiency: Familiarity with financial software and similar tools (i.e., Word, Excel, Outlook, CRM platforms)

Desired Qualifications:

• FINRA Licenses: Active Series 65 and/or 7 (a plus but not required)
• Broader Industry Experience: More than 3 years of experience, especially in roles that involve high levels of client interaction and account management. 

Compensation & Benefits:
Competitive salary and comprehensive benefits package:

• 100% of First 4%- 401(k) Match, Historical 5%-Profit Sharing Plan, Discretionary bonuses
• 100% Employer-paid Medical and HSA contribution, optional Dental and Vision
• 100% Employer-paid Life and ST/LT Disability Insurance
• Three weeks Paid Time Off, Professional Development Program, Charitable Contribution Match Program
• Hybrid Work Model: Three days in office & two days remote. 
• Positive, family-friendly work environment

Salary Range: $60,000 - $75,000


 

Prospective employees must be eligible to work in the United States without restriction as to duration, and a thorough background check is required to be considered for employment. Please submit a cover letter, resume, and salary requirements.

VLP is an equal employment opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability status, protected veteran status, or any other characteristic protected by law. We maintain a drug-free workplace environment.

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