Client Service Manager

3 weeks ago

Charlotte, United States Capital Wealth Advisors Full time
Job DescriptionJob Description

Job description

Client Service Manager

 

A highly successful and growing wealth management firm is seeking an extremely organized and detailed self-starter to work in an office with a growing team in the servicing of current and prospective client relationships. Only experienced professionals need apply.

 

The Client Services Manager reports to the Advisor and is critical to appropriately leveraging Advisor's time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and excellent customer service to clients and advisors in a timely, efficient, and professional manner.

 

 Role and Responsibilities:

  • Assist advisor in day-to-day activities, ensuring a smooth and efficient work environment.
  • Proactively work to ensure all advisor-client follow-up and associated tasks are completed; create and maintain a spreadsheet to track all outstanding follow-up tasks to be reviewed regularly with each advisor
  • Ability to provide excellent customer service contact/client-facing experience
  • Perform general administrative duties including but not limited to: answering phones, filing, processing mail, scheduling meetings, and other responsibilities that support the company
  • Prepare advisor for client and prospect meetings on an ongoing basis. Gather and prepare for use all necessary presentation and sales materials
  • Onboard new clients including the set-up of accounts, recurring money movements, online access, and the scheduling of the ongoing quarterly review cycle
  • Collaborate with Marketing to prepare customized marketing campaigns and events, prepare and execute marketing plans, and provide routine market data and analysis
  • Maintain information in the company CRM database, including but not limited to: entering new contacts and/or companies, creating groups, and/or running reports

Skills Needed / Desired:

  • Ability to take initiative and is a self-starter, willing to learn
  • Prefer financial services, brokerage, wealth management, RIA, banking industry, or similar industry background
  • Highly organized, meticulous and detail-oriented
  • Demonstrates excellent prioritization and organizational skills
  • Ability to work cohesively with executives and team members
  • Ability to deliver the highest level of customer service and have a positive and helpful attitude
  • Proven ability to meet deadlines and be self-motivated
  • Ability to maintain the highest level of confidentiality
  • Strong work ethic with the ability to take initiative and think ahead
  • Solid writing skills and editing skills with a command of the English language
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once.
  • Ability to work independently as well as part of a team

Requirements:

  • Minimum 5 years' experience
  • Proven strong client service skills
  • Prefer a strong customer service background with financial industry experience

Technical Skills:

  • Skills in Microsoft Office - Outlook, Word, PowerPoint, and Excel required
  • Salesforce CRM is a plus
  • Must be technology savvy

Education: Bachelor’s Degree preferred.

Compensation: Competitive compensation and benefits

Industry

  • Financial Services

Employment Type

Full-time

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