Client Services Manager
3 weeks ago
Full-time position, Monday-Friday, as Client Service Manager to a Financial Advisor with a Private Wealth firm. Candidates should have an interest in operational excellence and a desire to help our team provide top-tier service to clients.
This position will consistently follow high standards of business and professional ethics when dealing with others and performing work activities. Strong interpersonal and organizational skills are essential for success in this role.
Responsibilities
Duties include but are not limited to the following:
- Foster and maintain strong, positive relationships with clients by addressing inquiries and concerns promptly
- Manage client communication, providing regular updates on account activities and financial information
- Assist in onboarding new clients, ensuring a smooth transition and understanding of services offered
- Plan and help host private client events
- Ensure compliance with industry regulations and internal policies, keeping client information confidential
- Learn, maintain and improve data kept in the firm's CRM (Redtail)
- Organize electronic files and ensure proper record keeping.
- Managing financial advisor’s calendar
- Coordinate and prioritize tasks to meet client needs and deadlines effectively
- Proactively identify opportunities for enhancing client satisfaction and loyalty
- Assist where needed – we are a small team and we all wear multiple hats.
Qualifications
- High school diploma.
- College degree and financial industry experience preferred.
- Intermediate to advanced skills with Microsoft Excel and Word.
- Comfortable working with multiple online software tools.
- Strong organizational skills, detail oriented, proactive and resourceful.
- Efficient time management and the ability to meet deadlines.
- Must have excellent interpersonal, written and communication skills.
- Friendly, professional phone manners and enjoys working with a variety of clients.
- Desires long-term employment.
Additional Info
- 30-35 hrs per week with flexible scheduling.
- Opportunity for higher salary based upon experience.
**Additional responsibilities may be available dependent on financial planning and investment interests
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