Scholar Advising · 1 week ago
Director of Client Services
Winston-Salem, NC
Full-time
Onsite
Mid Level
2+ years expScholar Advising is a financial advising firm serving high net worth families across the country. The Director of Client Services is responsible for creating satisfying experiences for clients, ensuring excellent service and maintaining long-lasting relationships. This role requires managing client requests, scheduling meetings, and providing operational support to enhance the overall client experience.
AdviceFinanceFinancial Services
Responsibilities
Builds and maintains client relationships by providing excellent service and ensuring that client expectations are exceeded on a daily basis
Field client phone calls and correspondence in a timely and professional manner
Onboard new clients through the intake and management process, including assistance with document collection and scheduling
Prepares conference room for in-person client meetings, ensuring desired refreshments are available and that the conference room is presentable
Assist in the preparation of all client meetings and calls, including sending out agendas and preparing materials
Effectively manages and prioritizes client service tasks and follows CRM workflows
Inputs and maintains accurate client information and paperwork in all appropriate systems and technology and file locations
Tracks outstanding client service items and updates the advising team on a weekly basis
Plans and coordinates client events and communication throughout the year
Ensures proper compliance by reviewing and maintaining the appropriate paperwork
Provides operations support to COO as needed or requested
Qualification
Required
Minimum of 2-5 years operational experience within the financial services industry or in the hospitality industry serving high net worth and ultra high net worth individuals
Ability to work independently to research and resolve client issues
Must be tech savvy and proficient with Gmail, Google Calendar, Word, and Excel
Strong organizational, analytical, communication, and interpersonal skills
Ability to work effectively in a fast-paced and deadline-oriented environment
Excellent written and verbal communication skills
Benefits
Paid Time Off (PTO) and paid holidays according to the firm’s holiday calendar
Retirement match: 6% to a 401(k) plan
Healthcare stipend
Company
Scholar Advising
Scholar is a growing network of informed investors built around clarity, intellectual honesty, and long-term thinking.
Founded in 2019Winston Salem, North Carolina, USA
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase