Director of Client Service

Team Hewins is a fee-only Registered Investment Advisor (RIA) with a strong leadership team, a proven process for serving clients, and an entrepreneurial bent. Our team, most of whom have worked together for many years, is deeply committed to our fiduciary model as an independent financial planning and investment management firm. We are 100% employee owned. We live to serve and guide successful people to financial wellbeing, and we are looking for a Director of Client Service who shares our core values and commitment. If this is you, we want you to join our team!

As a Director of Client Service, you will be an integral part of the team delivering the personalized service and hospitality that is our hallmark. You will guide the Client Service Team to deliver an excellent client experience and ensure that core client service processes are regularly reviewed, documented, communicated and followed by all. You will collaborate closely with our Executive Team on the client service vision, and own the implementation and improvements. The role is based in our Redwood City, CA office and works on a hybrid model (currently two days in the office, three days at home). Your main responsibilities will include:

• Lead and manage a team of experienced Client Service professionals
• Collaborate with our Executive Team on our client service vision and own execution of the strategies
• Implement service and hospitality training with our Client Service Team
• Own resolution of client service escalations
• Oversee our client onboarding process and execution
• Implement process improvements, including education/adoption of client service centric technology tools
• Oversee the execution of recurring Client Service Team projects
• Oversee our firm’s custodian relationships, and ensure our clients' custodian needs are met and handled with care
• Assists with compliance matters that relate to advisor/client activity tracking
  
  

Are you the right fit?

• You are passionate about helping people and are dedicated to exceeding client expectations
• You have strong organizational and rigorous follow-up skills to ensure all client needs are being met
• Attention to detail is second nature to you—it’s all about getting things right
• You're a prioritization guru -- you know what is most important/critical and dedicate the appropriate resources to getting it done, including effectively delegating and elevating to the team
• You're an innovative and creative problem solver
• You're results-oriented and have the persistence to achieve results
• You love being part of a team and actively engage with other team members to bring our best to clients
• You have excellent written and oral communication skills and are proficient with standard office software
• You have a bachelor's degree and at least 5-7 years of management experience in financial planning, wealth management or related industry
  
  

What Do We Offer?

We offer the right people the opportunity to join an entrepreneurial firm committed to the personal and professional growth of each team member and to maintaining a positive, encouraging working environment. We respect each other and enjoy working together. For the best professionals, opportunities are limited only by your talent and drive, and strong performers who embrace our core values and culture can become Principals of the firm and share all the benefits of ownership.

We offer a comprehensive benefits and perks package which includes:

• Competitive health insurance options, with a generous employer contribution
• 401(k) plan with an employer match
• Flexible Paid Time Off program
• Educational reimbursement
• Employee engagement platform for recognition and rewards
• Health and wellness benefit
• Early office closure on Fridays
• Beautiful offices and plenty of snacks
• Onsite gym and more
  
  

Salary range: $123,000 to $154,000

Qualified candidates should apply at

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