Careers

The Director of Client Services role combines oversight of other client services team members with hands-on client services duties, including:

• Preparation of forms required to establish new accounts, facilitate the transfer of assets and provide ongoing account or policy maintenance.
• Handle routine ongoing account service and client-initiated requests, including:
• Processing withdrawals and deposits requests
• Reviewing contract specific riders
• Establishing ACH instructions or periodic distributions
• Beneficiary Updates
• General tax reporting inquiries or corrections, and
• Answering account-related questions via telephone or face-to-face.
• Proactively contact clients when changes are occurring with their accounts.
• Research and resolve client service problems or errors as needed.
• Obtain information from client needed to complete or process applications.
• Perform general administrative and support functions for the office as required.
• Record all transactions on appropriate compliance logs.
• Maintain compliance standards as outlined by Registered Investment Advisor.
• Document client correspondence and account maintenance in CRM.
• Identify opportunities for Deliberate Acts of Kindness.
• Perform duties based on firm\'s core values of excellence, relentless execution and empowerment.
• Adhere to all Service Standards.

Ideal candidates are ambitious, performance-oriented and meticulously accurate. Exceptional verbal and written communication, analytical and prioritization skills are essential.

Required:

• Substantial experience (no less than 5 years) with Broker Dealer or Registered Investment Advisory Firm.
• Series 65 or Series 7/66 licensure.
• Missouri state life insurance licensure.
• Ability to communicate with co-workers, customers and various business contacts in a courteous and professional manner.
• Meticulous attention to detail and the ability to work under deadline pressure.
• Proactive problem-solving mindset.
• Ability to maintain strict confidentiality.
• Ability to make rule-based and analytical decisions.
• Ability to organize, prioritize and handle multiple tasks.
• Proficiency in Microsoft Office & Outlook.
• Intermediate proficiency in Excel.
• Skill in operating office equipment including personal computer, fax machine, copier/scanner, etc.
• Compliance supervision experience

Preferred:

• Two years of experience with MoneyGuidePro, NetX360 or RedTail CRM
• Current notary public commission

Cover letter (required) and résumé accepted only via email at the following email address (spelled out for security): hr at lionsgateadvisors dot com. Please note: failure to comply with this submission requirement will result in disqualification from consideration.

In exchange for your hard work and enthusiastic dedication, we offer:

• Competitive compensation package: $85,000 to $110,000 per year base salary, depending on licensure, experience and demonstrated abilities.
• Medical, dental, vision and life insurance
• Paid time off
• Performance-based quarterly bonus potential

We work to maintain the best possible environment for our employees. We strive to provide a collaborative, creative environment where people feel encouraged to innovate and contribute to our processes, decisions, planning and culture. Please note: we are deeply committed to our company culture, and all employees are required to maintain the core values and characteristics of ideal team players.

LionsGate Advisors is a faith-based boutique wealth management firm focused on accelerating the impact of our client\'s wealth by developing and deploying solutions intended to sustain a legacy. Each day is viewed as an opportunity to engage in marketplace ministry and to work towards creating positive impact within the communities we are privileged to serve. The firm is headquartered in Chesterfield, Missouri and has most recently been awarded a Top 50 Fastest Growing Small Businesses in St. Louis and the prestigious Better Business Bureau TORCH Award (2018).

Job Type: Full-time

• lionsgateadvisors.com

Company's Facebook page:

• https://www.facebook.com/LionsGate-Advisors-431121450751592/

Benefit Conditions:

• Only full-time employees eligible

Work Remotely:

• Not unless mandated by unusual and unpredictable circumstances.