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Client Service Manager

2 months ago

Glastonbury, United States Transcend Practice Management Full time
Job DescriptionJob DescriptionCLIENT SERVICE MANAGER
Location: Glastonbury, CT (in office)
Compensation: $65,000 to $70,000
Must have experience in wealth management or the financial services industry

The best and brightest always have choices in the wealth management arena. Working with our firm is an investment in your future that will reap rewards for years to come.
At our firm, we believe in fostering a workplace where the brightest minds can thrive. We are more than just a team.  We are a family that collaborates to embody our core values daily: hard work, humility, optimism, responsiveness, and unwavering commitment to excellence. Our office prides itself on delivering premium, personalized experiences to our clients, ensuring they always feel valued and heard.

You'll love being a part of our team:

● Innovative Work Culture: We encourage fresh ideas and innovative thinking in our daily operations. Join us and contribute to making a significant impact.  
● Career Growth: This role is ideal for individuals looking to build a long-term career in Financial Services, with opportunities to expand skills and take on new challenges.
● Collaborative Environment: You'll be joining a team that values unity, where every member plays a crucial role in our success.

Sound appealing? We are building a team with people who share our values and want to contribute to our clients’ experiences. We would like you to think of how we can do things better, make an impact, and continue to grow. We are excited to have an opportunity to welcome a Client Service Manager to our team who will support the firm’s senior staff.

The attributes we are looking for in a teammate include:
  • Trustworthiness
  • Insistent, consistent attention to detail
  • Energy and enthusiasm
  • Commitment to exceeding client expectations
  • Flexibility and openness to do whatever is needed to support the team
  • Interest in working on varied assignments with people across the firm
  • Strong communication and interpersonal skills, showing an ability to connect with others and build relationships within the firm and across our client base
  • Ability to anticipate the needs of the advisor and the team overall
  • Self-directed time management and prioritization capabilities and outstanding organizational skills
  • Self-motivation, having the ability to self-start, take initiative, and be proactive
  • Demonstrated integrity, work ethic, professionalism, and an obligation to maintain firm and client confidentiality
  • Poise and maturity, especially in stressful situations
  • Team player with strong desire to be a long-term contributing member of the team, willing to step in and do whatever needs to be done
  • A long view of the opportunities presented by the firm and the industry overall

If you are a fit for this position, we know that you are interested in more details. Read on  
As a Client Service Manager, you can expect to assist with:
  • Client Operations: Ability to manage and execute processes relating to new accounts, account transfers, money movement and account maintenance. Requires a strong attention to detail and the ability to navigate several assignments simultaneously.
  • Client Management: Work directly with advisors and clients to deliver on clients’ needs and objectives.
  • Administration: Assist in general office administration, including firmwide projects in the areas of client services, operations, marketing and financial planning.
  • Customer Relationship Management (CRM): Use the company’s client database and associated analytics to refine client service processes, including contact information, key dates, and notes and records of client communication.

Qualifications for this role include: 
  • Bachelor’s degree required
  • A FINRA securities license (Series 7, 66, 63, 65, 6 or SIE) is preferred
  • 3 or more years’ experience in the client services/administrative field is required
  • Above average skill with Microsoft Office Suite (Word, PowerPoint, Excel, Outlook)
  • Excellent verbal and written communication skills required.
  • Writing samples will be requested.
  • Experience with a CRM system and online scheduling system
  • Experience working with an online scheduling system
  • Ability to coordinate efforts with team members to accomplish tasks and deliver results on time and in good order.
  • Willingness to act as an ambassador for the firm to our clients as well as others in the local community.

Get in touch today so that we can get to know you As a Client Service Manager, you will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you

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