Wealth Management Customer Service Manager

3 weeks ago


overland park, United States Financial Partners Group, Inc. | Wealth Management Full time

Company Description

Financial Partners Group provides comprehensive fee-based wealth management services for business owners, executives, professionals, and affluent clients. They focus on helping clients create and grow their personal wealth, protect their life savings, and plan for the distribution of their assets. The company offers tailored client portfolios to ensure a personalized financial experience for each individual.


Role Description

This is a full-time on-site role for a Financial Services Firm Customer Service Manager located in Overland Park, KS. The Customer Service Manager will be responsible for day-to-day client service duties relating to comprehensive financial planning, investment management, and retirement planning, within the wealth management sector.


Qualifications

  • Current or prior customer service experience for an Investment Management Firm
  • Experience in the Financial Services Industry
  • Knowledge of Custodial/Advisor firm Systems
  • Excellent interpersonal and customer service skills
  • Strong analytical and problem-solving abilities
  • Detail-oriented and organized
  • Works well in a team environment
  • Ability to multi-task in a fast-paced workplace


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