Client Services Manager

Client Services Manager
Location: Louisville, CO | Hybrid Schedule
Salary Range: $77,000$89,000 + Profit Sharing Opportunity
Lead the Future of Client Experience at NDTCO
New Direction Trust Company (NDTCO) is looking for a people-focused, service-driven leader to oversee our Client Services and Relationship Management teams.
This is an opportunity for someone who thrives on coaching teams, improving client experiences, and building strong operational partnerships in a fast-paced financial services environment.
At NDTCO, we help clients take control of their retirement investments through self-directed accounts that allow investing beyond traditional stocks and mutual funds. Our clients invest in real estate, private equity, startups, and alternative assets and our service teams play a critical role in helping them navigate that journey confidently.
We are growing quickly and continuing to evolve our service model, making this an exciting opportunity for a leader who wants to make a visible impact on both team culture and client experience.
What Youll Do
Lead & Develop Teams
Coach and develop Team Leads, Client Services Representatives, and Relationship Account Managers
Create a culture of accountability, responsiveness, and high-quality service
Support employee growth through feedback, development, and performance management
Elevate the Client Experience
Establish and maintain service standards across all client interactions
Partner with leadership to improve the client journey and relationship strategy
Help teams deliver a consistent, relationship-focused experience
Drive Operational Excellence
Oversee daily service operations and workflow management
Monitor service levels, response times, and quality metrics
Partner cross-functionally with Operations and Trust Compliance
Identify opportunities to improve efficiency and scalability
Use Data to Improve Performance
Track KPIs and service metrics to drive team accountability
Analyze trends and recommend process improvements
Support strategic initiatives focused on growth and client satisfaction
What Were Looking For
5+ years of leadership experience in client services, relationship management, banking, financial services, or call center operations
Experience leading multiple teams or functions
Strong coaching and performance management skills
Ability to balance relationship-building with operational accountability
Excellent communication and organizational skills
Financial services or regulated industry experience preferred
Why NDTCO?
Collaborative and supportive leadership team
Opportunity to shape and improve the client experience
Growing company with strong career development opportunities
Hybrid work environment
Competitive benefits package including:

Medical, dental, and vision insurance
Health Savings Account (HSA) employer contribution/match
401(k) with employer match
Company profit sharing program
Paid time off and company holidays
Professional development opportunities

At NDTCO, we believe exceptional service starts with exceptional people. If you are passionate about leadership, client experience, and building strong teams, wed love to connect with you.
MondayFriday, 8:30 AM 5:00 PM

Compensation details:

77000-89000 Yearly Salary
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