Client Service Manager and Executive Assistant

Keating & Associates, Inc. 

Client Service Manager and Executive Assistant 

At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is only possible when we embrace that our differences make us better together. By creating an environment where people are welcomed and equipped to do their best, we fully embrace our core values of excellence, abundance mindset, and teamwork.

What Keating and Associates can offer you!

• Professional Development
• 9 paid holidays, including your birthday!
• 401(k) with company match 
• Employer-Paid Disability, Life Insurance, and Employee Assistance Program
• Health, Vision, and Dental Plans 
• Dependent Care and Flexible Spending Accounts 
• Paid Time Off
• Fun Company Events such as Lunch & Learns, Virtual Staff Hangouts, Annual All Company Weekend, Lunch Bunch, and more!

Learn more about us at https://keatinginc.com/why-keating.

Job Summary 

The Client Service Manager and Executive Assistant is an integral part of a growing wealth management team at KEATING. This position will contribute a multi-faceted project management and administrative acumen to coordinate new initiatives and ongoing processes for marketing, sales, client service, and client loyalty. Also, this person will provide exceptional logistical support to the team executive in his outside business activities. This role requires a confident, resourceful, process-driven individual with a high level of soft skills when working with clients from various industries and backgrounds.  

The Client Service Manager and Executive Assistant position is non-exempt, located onsite in the Manhattan office, and reports to the Growth Development Manager. 

Responsibilities include, and are not limited to:

• Provide administrative support through advisor email and calendar management, acting as a gatekeeper and strategic support to meet advisor priorities. 

• Coordinate and implement marketing plan steps to meet goals & vision of the team. 

• Create, implement, and support efficient processes that enable task coordination, communication, and completion among team members 

• Proactively engage and enhance collaboration with cross functional teams and professional partnerships (internal and external), to enhance the working relationship and maintaining consistency for the advisor. 

• Track and report on team metrics as determined by the team. 

• Facilitate weekly team meetings.  

• Research and support team adoption of new technology. 

• Provide administrative and scheduling support for the executive regarding his work with his outside business activities.   

• Seek information beyond what is plainly presented, with an aim to understand, propose, and execute solutions to any problem  

• Other duties as assigned.  

Desired skills include, and are not limited to: 

• Strong ability to communicate effectively and efficiently via email, phone, and in person. 

• Self-driven to take ownership of projects. 

• Demonstrated skill to discern or seek out improvement ideas to existing team methods. 

• High level of accuracy in detail-oriented work. 

• High level of follow through for advisor team and clients. 

• High level of soft skills to enhance client experience and interact with people at all levels of the organization. 

• Lifelong learner who is alert and resourceful to find answers and solutions. 

• Ability to adapt in a fast-paced, entrepreneurial work environment. 

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