![Carson Group Holdings](https://media.trabajo.org/img/noimg.jpg)
Client Service Manager
2 weeks ago
In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We Want
The role of the Client Service Manager is to provide on-going service and support to clients that exceeds expectations. This role will also support one or more Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Manager must be able to professionally manage multiple projects and will be responsible for each project’s objectives and oversee quality control. We see this role as an extension of our Advisors and want all stakeholders to take great pride in the support to our clients.
What To Expect
Service Advisors and clients with white glove support and communication
Maintain accurate and complete client information in the database
Takes ownership of asset transfers to ensure seamless and timely delivery
Works closely with Advisors to ensure compliance of periodic client reviews
Prepare paperwork to maintain client accounts to the specifications requested by the Advisor
Complete accurate and timely movements of assets per the request of the Advisor or client
Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
Effectively understand and be able to communicate project expectations to team members and management in a timely and clear fashion
Assist in developing processes and procedures that enhance accuracy and streamline processes
Assist in setting and continually meeting project expectations with team members and management
Completes tasks and responsibilities to appropriate team members as needed
What You Need
Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, SalesForce, etc) preferred
Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
Strong desire for research and problem solving
Unwavering attention to details
Natural desire and curiosity to learn
Ability to compile statistics and reports
Exceptional planning and organizational skills
Project and time management skills
Manage multiple projects with precision and pride
Excellent written and verbal communication skills
Strong desire for continual personal and professional growth
Preferred Education and Experience
Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred
5 years of experience in the financial or banking industry preferred
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
#J-18808-Ljbffr
-
Client Service Manager
4 weeks ago
Columbia, United States Carson Group Holdings, LLC Full timeJob Description Job Description Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you...
-
Client Service Manager
3 weeks ago
Columbia, United States Carson Group Holdings, LLC Full timeJob Description Job Description Who We Are In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you...
-
Client Service Manager
1 month ago
Columbia, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
-
Client Service Manager
3 weeks ago
Columbia, United States Carson Group Holdings, LLC Full timeJob DescriptionJob DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or...
-
Client Service Manager
3 weeks ago
West Columbia, United States Brown and Caldwell Full time** Client Service Manager** **Job Category****:** Client Services **Requisition Number****:** CLIEN02595 Showing 1 location **Job Details** **Description** Brown and Caldwell has an exciting opportunity for an experienced Client Service Manager/Project Manager who will have an essential role in our MidAtlantic water, wastewater, storm water, and client...
-
Client Service Manager
2 months ago
West Columbia, United States Brown and Caldwell Full time** Client Service Manager** **Job Category****:** Client Services **Requisition Number****:** CLIEN02595 Showing 1 location **Job Details** **Description** Brown and Caldwell has an exciting opportunity for an experienced Client Service Manager/Project Manager who will have an essential role in our MidAtlantic water, wastewater, storm water, and client...
-
Client Service Manager
1 week ago
West Columbia, South Carolina, United States Brown and Caldwell Full time** Client Service Manager** **Job Category****:** Client Services **Requisition Number****:** CLIEN02595 Showing 1 location **Job Details** **Description** Brown and Caldwell has an exciting opportunity for an experienced Client Service Manager/Project Manager who will have an essential role in our MidAtlantic water, wastewater, storm water, and client...
-
Client Service
3 weeks ago
Columbia, United States Stratus - Columbia, SC Full timeJob DescriptionJob DescriptionJob Description$55K+ 1st year earnings, Auto Allowance, Cell Phone AllowanceStratus Building Solutions is looking for a Client Service - Accounts Manager for a fast growing and innovative green commercial cleaning company that is applying professional approaches to our industry. Our unique program solves many of the major...
-
Client Service Coordinator
1 month ago
Columbia, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTIONThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clients, and coordinates the care of clients and pets...
-
Client Service Associate
2 months ago
Columbia, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...
-
Client Service Associate
3 weeks ago
Columbia, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...
-
Client Service Representative
1 month ago
Columbia, United States Ethos Veterinary Health Full timeThe Pet+ E.R in Columbia, MD is hiring a part- time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists...
-
Client Service Representative
3 weeks ago
Columbia, United States Ethos Veterinary Health Full timeThe Pet+ E.R in Columbia, MD is hiring a part- time Client Service Representative to join our outstanding team! About Us: Chesapeake Veterinary Referral Center and Pet+E.R. are Maryland's premier provider of veterinary specialty services, including emergency and critical care, cardiology, and internal medicine. Staffed with board-certified specialists...
-
Client Service Associate
2 months ago
Columbia, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential...
-
Client Service Associate
1 month ago
Columbia, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...
-
Client Service Associate
3 weeks ago
Columbia, United States Stifel Full timeSummary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Essential Duties...
-
Client Services Specialist
3 weeks ago
Columbia, United States Meaningful Milestones Full timeJob DescriptionJob DescriptionJoin Our Team: Client Services Specialist Needed at Thriving ABA Therapy Provider About Us: At Meaningful Milestones, we are dedicated to delivering exceptional ABA therapy services to children with autism and related disorders. Our compassionate team is committed to creating a positive impact on the lives of our clients and...
-
Client Service Leader
1 month ago
Columbia, United States CDM Smith Full timeJob Description * This position can be based in our Columbia or Charleston office * CDM Smith currently has a new opportunity for a Client Service Leader within our South Transportation Group to help sustain, diversity and grow our transportation practice in South Carolina. In this position, you will work with a dynamic team to continue building our...
-
Client Service Leader
3 weeks ago
Columbia, United States CDM Smith Full timeJob Description * This position can be based in our Columbia or Charleston office * CDM Smith currently has a new opportunity for a Client Service Leader within our South Transportation Group to help sustain, diversity and grow our transportation practice in South Carolina. In this position, you will work with a dynamic team to continue building our...
-
Client Care Manager
4 weeks ago
Columbia, United States Senior Helpers Full timeSenior Helpers is looking for a passionate professional to fill the very important role of Client Care Manager. The Client Care Manager (CCM) will have the overall responsibility of managing our clients for a defined area within our franchise territory. The CCM will be the main point of contact with assigned clients and key responsibilities will include...