Client Services Manager
4 weeks ago
Position Overview: The Client Services Manager plays a pivotal role in supporting our advisors by implementing, maintaining, and updating financial plans. This position requires a dedicated individual who thrives in a dynamic environment and is committed to providing outstanding client service.
Key Responsibilities:
- Prepare and review client reports to ensure accuracy and completeness.
- Manage administrative duties including scheduling, handling phone calls, and processing mail.
- Prepare and maintain paperwork for opening new accounts and managing existing ones.
- Analyze data continuously to optimize client records and financial plans.
- Monitor task status and ensure timely completion of assignments.
Qualifications:
- Exceptional attention to detail and accuracy.
- Strong interpersonal skills with a friendly demeanor towards clients.
- Ability to work independently and collaboratively in a team setting.
- Eager to assist advisors and proactive in planning.
- Capable of multitasking and quickly switching between tasks without losing focus.
- Positive attitude and forward-thinking approach.
- No specific educational background required.
- Experience in similar roles is preferred but not mandatory.
Due to financial regulations must be bondable and pass a background check.
Extensive paid training will be provided to the ideal candidate
Company DescriptionAt Dorn Wealth Management, we are committed to guiding our clients through their financial journey with personalized, strategic planning. We value family, community engagement, and the pursuit of financial awareness for all.Company DescriptionAt Dorn Wealth Management, we are committed to guiding our clients through their financial journey with personalized, strategic planning. We value family, community engagement, and the pursuit of financial awareness for all.-
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