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Client Services Manager

2 months ago

Newtown, United States MSH Full time
  • Facilitates & leads client on-boarding and intake meetings/discussions.
  • Develop and maintain solid relationships with clients.
  • Prepare for and occasionally attend client meetings with Advisor.
  • Proactively identify, analyze, and implement opportunities for customer contact with the goal of improving the customer’s current financial position and simultaneously building and nurturing the existing customer relationships.
  • Use judgement to assess client needs, concerns and feedback, decide appropriate to take in order to serve clients
  • Investigate and resolve various administrative matters impacting the client’s overall situation, to include abandoned property issues, cost basis determination, account and transaction history as needed, identification of fees assessed, resolution of corporate actions, and any other activity or issue needing attention.
  • Troubleshoot, research, rely on and engage with custodians to limit issues that may impact the client experience, this may require exercising discretion to find solutions and determine resources
  • Ability to answer questions regarding forms, provide guidance and explain complex industry terminology, processes and set expectations that the client can easily understand
  • Provide operational support for all existing and new clients including but not limited to:
  • Account transfers
  • Branch check deposits to client accounts
  • Conversions
  • Beneficiary updates
  • Estate Processing
  • Process and manage all the new and existing annuity (LPL Annuity Order Entry System) and life policies
  • Alternative Investment Orders
  • Perform necessary client transactions upon request.
  • Research and resolve client inquiries, return all client calls, and ensure client satisfaction at all times.
  • Main contact for client emails or phone calls, ability to respond to clients with answers, solutions and guidance
  • Document all communication & interactions with clients and prospects and Processing managers in Salesforce CRM in a timely manner.
  • Work closely with the Processing Manager, when necessary.