Director of Client Services and HR – Financial Advisory Firm

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NW Recruiting Partners

Director of Client Services and HR – Financial Advisory Firm

Bellevue, WA
Full Time
Paid
  • Responsibilities

    Director of Client Services – Financial Advisory Firm

    Factoria, WA

    Our client is a well-established advisory firm with an entrepreneurial spirit. He is hiring a Director of Client Services to take on a unique leadership role that blends client relationship management with strategic human resources oversight.

    In this role, you’ll guide client service and planning teams to deliver exceptional experiences while also developing HR strategies that ensure organizational effectiveness and employee satisfaction. It’s a perfect opportunity for someone with experience in the industry who is a hands-on leader.

    As part of a growing team, our client values not just technical expertise but also a commitment to their mission, an entrepreneurial mindset, and a passion for helping others achieve financial confidence and peace of mind. This position offers the chance to make a meaningful impact on both clients and the broader team.

    Are you ready to lead with purpose and drive positive change? This role could be your next step.

    Director of Client Services Responsibilities:

    • Lead and support client service and planning teams to strengthen relationships and deliver exceptional client experiences.
    • Act as the primary escalation point for client issues, resolving concerns efficiently and effectively.
    • Develop and execute strategies to enhance client satisfaction, loyalty, and business growth.
    • Use client insights and market trends to align offerings with evolving client needs and expectations.
    • Mentor and guide client service associates and financial planners, fostering their professional growth and high performance.
    • Encourage collaboration across teams to ensure seamless and consistent client service delivery.
    • Work with senior leadership to align client service and HR strategies with organizational goals.
    • Design and refine policies, procedures, and programs to drive client and employee success.
    • Serve as a trusted advisor to leadership on both client services and HR initiatives.
    • Build and implement HR programs to attract, retain, and develop top talent.
    • Promote an inclusive and engaging workplace culture through meaningful initiatives and programs.
    • Ensure compliance with labor laws, company policies, and industry standards.
    • Address employee concerns and resolve conflicts with professionalism and fairness.
    • Oversee performance management, including conducting evaluations and establishing development plans.
    • Analyze workforce trends and client feedback to support data-driven decision-making.

    Director of Client Services Qualifications:

    • Bachelor’s degree in Business Administration, Human Resources, or a related field is required (Master’s degree is a plus).
    • At least 6 years of experience in client services and/or human resources.
    • At least 3 years of proven success in a leadership capacity.
    • Demonstrated ability to oversee client-focused and HR-related operations effectively.
    • Advanced knowledge of technology tools, including CRM systems, HR platforms, and productivity software.
    • Strategic mindset with the capability to manage and prioritize multiple tasks effectively.

    Company Benefits & Appreciation:

    • 100% medical, dental, and vision insurance.
    • Paid time-off, and holidays.
    • 401k with matching.

    Compensation: $120k - $150k DOE