The Client Service Manager is responsible for managing and
developing existing client relationships, providing exceptional service to
retain and gather additional assets.  As
a web-based service with clients geographically dispersed, the role will
involve primarily telephone and email interaction with clients.

This is our first client services hire. 
We are seeking candidates who have previously built great customer
service organizations within any industry sector and who are excited by the
opportunity of building a such an organization from the ground up.

Key
Responsibilities:

• Account
  Management – own and build client relationships to deliver exceptional customer
  service and retain existing assets; includes:

              - new
client orientation - online account demo and overview of appropriate models

        - managing
inbound client requests and queries

        - understanding
clients’ evolving needs and circumstances

        - monitoring
performance of client subscriptions and model strategies

•  Asset
  Gathering – build relationship with existing clients to win additional assets
  including:

        - proactive
outreach to existing clients to increase assets under management

        - updating
clients of other models of interest

•  Client
  Service Processes – assume ownership for development of scalable processes to:

        - facilitate
consistent levels of service excellence

        - deliver
a structured approach to account management and asset gathering

 Job Specific

• 5+ years of client service / relationship management
• Consultative (i.e. complex product) support experience
• Excellent
  verbal and written communication
• Ability
  to exhibit empathy when dealing with others
• Prior
  experience developing structured processes to deliver a scalable first class
  client service experience

 Generic

• Planning and project management skills
• Excellent PC skills including Excel
• Rigorous and detail oriented
• Self confidence / gravitas
• Drive and enthusiasm

 Desirable

• Knowledge of investment products

 Benefits
of Role

• Potential for significant growth in the role as core part of Covestor
  offering
• Part of a highly motivated team
• Professional and personal development

Only passionate, energetic and ambitious individuals who are also eligible to work in the USA should apply.  If that’s you, don’t delay, send your CV and details of your current salary to crm1803@covestor.com