Client Service Manager
3 weeks ago
**Our independent private wealth firm in Venice, FL, has an immediate opening for a full-time Client Service Manager**
We are just steps from the beach in beautiful Venice between Tampa and Fort Myers. Our financial planning team includes professionals with CERTIFIED FINANCIAL PLANNER licenses and other industry designations. Our leadership team is committed to supporting our clients, community, team, and team and fostering a fulfilling work environment and culture built on trust and respect
- all in a state-of-the-art facility where you can develop your career. We offer a competitive salary with a full slate of benefits, including bonuses, health, dental, and retirement.
Position Responsibilities include:
- Prepare planners for meetings with appropriate forms, reports, data, and research
- Prepare new investment account paperwork and manage the transfer of assets
- Perform portfolio administration about client data, contributions, and withdrawals
- Prepare and manage the completion of investment and insurance paperwork
- Respond to client requests for service and troubleshoot service issues
- Establish client files and maintain client data in the CRM program
Position Requirements:
- 3 - 5 years of experience in the financial services industry, such as brokerage, private wealth, RIA, and banking
- Bachelor's degree in finance, business, or related field
- Experience using customer relationship management (CRM) software, such as SalesForce
- Superior oral and written communication skills
- Organized, meticulous, detailed-oriented and able to multitask
- Good problem-solving and time-management skills
- Ability to exercisesoundd judgment by recognizing urgency and setting priorities
- Proven team player
Pay: $40,000.00 - $60,000.00 per year
**Benefits**:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Supplemental pay types:
- Bonus opportunities
**Experience**:
- Financial services: 3 years (required)
Work Location: In person
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