Private Client Service Manager

Company Profile:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With several industry focus areas, multiple service lines, and locations in five geographical regions across the country to choose from, the opportunities for your career are without limit.

About FORVIS

FORVIS is a Top-10 professional services firm providing assurance, tax, and advisory services, driven by our commitment to using our forward vision to provide rewarding career opportunities and deliver unmatched client experiences. Learn more at FORVIS.com

Design your career with purpose at FORVIS. For more information about our firm locations, visit FORVIS.com. FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.

Requisition Number: 2226271

Position Title:

External Description: Description & Requirements

The Private Client Service Manager is a client focused, internal services role within FORVIS Private Client. This individual will work with multiple team members supporting client service, tax services, wealth strategy and tax planning.

How you will contribute:

• Support a team of advisors serving ultra-high net worth families: develop open items list, maintain status of open items list, gather data from client and provide to tax team, coordinates receipt of information and develop delivery turnaround expectations, determines clients' schedules to develop realistic delivery expectations
  
• Facilitate communications between clients and team members
  
• Manage progress on routine and non-routine client service tasks; developing the skills necessary to resolve many of these items personally as appropriate
  
• Prepare new account paperwork and manage subsequent changes as applicable
  
• Maintain frequent contact with clients to provide or obtain updated information
  
• Schedule meetings with service team, advisors, and/or clients and troubleshooting
  
• Augment and at all times support Private Client team members' roles as trusted advisors
  
• Assist families with navigating the complex tax world, including coordination of information, responses to tax notices, and strategizing on next steps
  
• Ensure clients receive unmatched client service and communicate any areas for improvement of client relationship to team leadership when needed; assure full transparency of information to everyone involved
  
• Develop and maintain in-depth expertise and global knowledge of wealth management services, mostly focused upon tax advice
  
• Maintain up-to-date client records in systems, this includes but is not limited to contact information, records of client communications, upcoming deadlines, meeting history and other client interaction notes
  
• Schedule and coordinates meetings with clients
  
• Facilitate billings and prepares draft invoices
  
• Prepare and maintains engagement letters/Powers of Attorney
  
• Send relevant news articles and informative works to clients relating to their needs, goals or interests
  
• Manage an IRS and state notice log including managing the updates of such notices through to resolution
  
• Monitor due date report
  
• Manage Theory, International Theory and State Theory reviews
  
• Monitor evaluations and coaching cadence with oversight from local office HR
  

We are looking for people with Forward Vision and:

• Demonstrated integrity, trustworthiness, respect and a high level of responsibility
  
• Exceptional interpersonal skills, a "people-person" with outstanding written and verbal communication skills; must have an exceptional phone presence
  
• Exceptional time management skills, producing results in a fast-paced environment
  
• Ability to be organized, detail-oriented and able to assist others in prioritizing their work to meet deadlines in a timely and consistent manner
  
• Ability to maintain the highest level of confidentiality
  
• Passion for learning and an interest in developing technical expertise, with an analytical focus
  
• Unwavering application of defined policies and procedures, willingness to "run the play that's called"
  
• A collaborative learning style and regularly works independently on projects
  
• Ability to respond professionally to emerging issues and situations
  
• Minimal air and car travel may be required (to practice offices and/or conferences)
  

Minimum Qualifications:

• Bachelor's degree in a related field
  
• 3 years of related experience, 5 years preferred
  
• Expertise in Word, Excel, PowerPoint, Outlook, and industry-specific software (CRM software and performance management), including the ability to train others
  
• Prior experience in wealth management
  

#LI-AG1 #LI-IND

City: Indianapolis

State: Indiana

Community / Marketing Title: Private Client Service Manager

Location_formattedLocationLong: Indianapolis, Indiana US

CountryEEOText_Description:

At FORVIS, your career is designed with a purpose. We want our team members to thrive professionally and feel the impact their work yields when serving clients, industries, and local communities. This starts by empowering team members to design a career journey that leverages their skills and fuels their passions.

Creating a best-in-class employee experience is at the heart of our vision for the future. With a global presence and diversified service offerings, we provide our FORVIS team members with an abundance of career paths to choose from. We pride ourselves on building an inclusive culture where the backgrounds and talents of all our people are valued. We view our people as our most important asset and invest in them by providing competitive total rewards, professional development, and rewarding career opportunities.

About FORVIS

FORVIS is a professional services firm providing assurance, tax, and advisory services. Created by the merger of equals of BKD, LLP and Dixon Hughes Goodman, LLP (DHG), FORVIS is driven by the commitment to use our forward vision to deliver Unmatched Client Experiences™. Ranked among the top 10 public accounting firms in the country, FORVIS has 5,500 dedicated professionals who serve clients in all 50 states as well as across the globe. FORVIS is built upon the strong legacies of BKD and DHG, which are reflected in a name that comprises partner initials and represents our unique focus on preparing our clients for what is next. Visit forvis.com for additional information.

FORVIS, LLP is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status, gender identity, or other protected classifications.

It is FORVIS's standard policy not to accept unsolicited referrals or resumes from any source other than directly from candidates.

• FORVIS expressly reserves the right not to consider unsolicited referrals and/or resumes from vendors including and without limitation, search firms, staffing agencies, fee-based referral services, and recruiting agencies.
• FORVIS further reserves the right not to pay a fee to a recruiter or agency unless such recruiter or agency has a signed vendor agreement with FORVIS.
• Any resume or CV submitted to any employee of FORVIS without having a FORVIS vendor agreement in place will be considered the property of FORVIS.