Job summary
Job post source
This job is from a recruiting firm hiring for a separate company, Hamilton Point Investment Advisors, as indicated by the description mentioning 'About Our Client' and focusing on the client company rather than Chapel Hill Solutions.
Job overview
The Client Services Manager role involves managing client relationships and operational tasks within a wealth management firm, ensuring personalized service for high-net-worth clients and supporting the firm's investment advisory services.
Responsibilities and impact
The Client Services Manager acts as the primary liaison for clients and internal teams, manages client onboarding and account maintenance, handles office administration including communication and documentation, and resolves client and vendor issues to maintain smooth operations.
Compensation and benefits
The position offers health insurance, paid time off, paid holidays, 401(k), flexible spending account, performance-based incentives, group long-term disability insurance, and continuing education and tuition assistance.
Experience and skills
Candidates need 7+ years in client service within wealth management, a high school diploma is required, bachelor's degree and RIA registration are preferred, along with strong emotional intelligence, knowledge of investment management, and proficiency with CRM and portfolio management tools.
Career development
Opportunities for professional growth in a dynamic and evolving industry are provided, with continuing education and tuition assistance supporting career advancement.
Work environment and culture
The company promotes a collaborative and supportive team culture valuing contributions, with a balanced work-life environment focusing on well-being and reasonable hours.
Company information
Hamilton Point Investment Advisors is a boutique Registered Investment Advisor specializing in sophisticated investment strategies for high-net-worth families and nonprofit organizations, emphasizing personalized and meticulous service.
Job location and travel
The job is located in Chapel Hill, NC, with responsibilities including opening and closing the local office and managing daily operations.
Application process
Applicants are directed to apply online via a provided link, with no additional specific instructions detailed.
Unique job features
The role includes acting as a 'Super User' for DocuSign and Wealthbox CRM platforms and involves handling client and vendor escalations, distinguishing it through its high-touch client service and operational responsibilities.
Company overview
Chapel Hill Solutions is a healthcare executive search and recruitment firm specializing in placing top talent within hospitals, health systems, and related healthcare organizations across the United States. The company generates revenue by providing retained and contingent search services, connecting healthcare employers with qualified executives and clinical leaders for critical roles. Founded in 2012, Chapel Hill Solutions has built a reputation for personalized service and deep industry expertise, leveraging a consultative approach to address complex hiring needs. Candidates should be aware of the company’s strong client relationships and its focus on long-term placements that drive organizational success.
How to land this job
Tailor your resume to highlight over 7 years of client service experience specifically within wealth management or Registered Investment Advisor environments to align with Chapel Hill Solutions' requirements.
Emphasize your proficiency with CRM platforms like Wealthbox, DocuSign, and portfolio management systems such as Addepar, as well as your strong operational background and ability to manage client onboarding and account maintenance tasks.
Apply through multiple channels including Chapel Hill Solutions' corporate career site, LinkedIn job postings, and other reputable job boards to maximize your application visibility.
Connect with professionals in the client services or wealth management divisions at Chapel Hill Solutions on LinkedIn; start conversations with ice breakers like commenting on their recent company initiatives, asking about team culture, or expressing enthusiasm for their personalized client service approach.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client relations,' 'RIA,' 'investment management,' 'CRM platforms,' 'account maintenance,' and 'portfolio management systems' to ensure it passes initial automated screenings.
Use Jennie Johnson's Power Apply feature to automate tailoring your resume, identify the best application portals, and find relevant LinkedIn contacts for networking, allowing you to focus more on preparing for interviews and refining your professional presentation.
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