Client Services Manager
4 weeks ago
Oujo Wealth Strategies is a Wealth Management Firm with over 30 years of history. We work with high income earners and high net worth families. We provide financial planning, investment, tax, insurance, and estate planning services to our clients.
OujoWealthStrategies.com
Position Overview
The Client Service Manager oversees the Client Services Team, works with our Wealth Management Associates and Wealth Advisors. They also assist our Tax Team during tax season. They are the point person who delegates work and makes sure tasks/activities/work is completed. They report to our Lead Advisors. This is a full time position.
Position Responsibilities
- Delegate and keep track of client service activities/tasks/requests to be complete
- They are the point person who determines where requests need to go. Whether it be to our Client Services Team, Wealth Management Team, or Tax Team.
- Schedule Meetings
- Developing our Client Services Staff
- Maintaining our CRM (Redtail)
- Open accounts, process distributions, change account beneficiaries, life insurance applications, etc.
- Works very closely with our clients and teams on a daily basis
Required Skills or Experience
- Organized, detail oriented, leader, decisive, independent, problem solver, with exceptional oral and written communication skills
- Expert follow up abilities with the ability to meet strict deadlines
- Expert interaction skills with clients. this position requires a lot of time on the phone and in person with clients.
Education/Experience
- Bachelor Degree in Business Preferred, Finance or Operations Management a plus
- 1+ Years experience in the financial services industry preferred
- Proficient in Microsoft Office Applications (Word, Excel)
- Experience with Redtail CRM Preferred
Compensation/Benefits
- Salary Range is $60k -$80k based on qualifications/experience
- Full Time
- Health Insurance
- 401(k) Plan
- Paid Time Off
OujoWealthStrategies.comCompany DescriptionOujo Wealth Strategies is a Wealth Management Firm with over 30 years of history. We work with high income earners and high net worth families. We provide financial planning, investment, tax, insurance, and estate planning services to our clients.\r
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OujoWealthStrategies.com
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