Client Service Manager

4 weeks ago

Eatontown, United States Rockdale Associates Full time

Job Description

Job Description

Position Description: Client Service Manager

About the Company

Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at www.RockAssets.com for more information.

Position Overview/Summary

The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [ firm’s ] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files.

Position Responsibilities

> Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. Address inquiries to appropriate areas > Proactively communicate with clients on a regular basis through a range of communications vehicles > Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials > Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services > Schedule client and team meetings as required > Discuss and organize follow-up steps with the advisors or firm principals after client meetings > Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts > Coordinate account transfers and obtains cost basis information for incoming assets > Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors > Review daily transaction reports to ensure accuracy of previous day activities > Monitor client account activity including dollar cost averaging activity > Verify cash balances for systematic withdrawal programs > Generate and review monthly available cash report > Maintain the client referral program by coordinating next steps and providing required advisor/principal support > Manage all details of clients, prospects and vendors in CRM > Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems > Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts > Ensure system backups are completed on routine basis > Monitor continuing education requirements for advisors, principals and team members

> Order and maintain all supplies including forms, prospectuses and useful research information > Coordinate mailings; process incoming mail > Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation > Foster an environment of open, honest and timely communications > Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position > Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [ if applicable ] > Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department Required Skills and Experience

> Exceptional oral and written communication skills > Excellent follow-up and follow-through capabilities > Personable, approachable with a positive attitude > Organized, meticulous, detail-oriented and able to multitask > Able to interact well with sophisticated, high net worth clients and all employees > Able to exercise good judgment by recognizing urgency and setting priorities > Professional attitude, demeanor and appearance > Able to work independently with good problem solving, mathematical and time management skills > Comfortable with public speaking > High degree of confidentiality and latitude > Proficient with Windows based software, including MS Word, Excel, PowerPoint > Knowledge of [ CRM system ], Morningstar and/or portfolio management software a plus > 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm > Work experience that demonstrates interpersonal and teamwork skills

Licenses

> Series 63 required/preferred > Bachelor’s Degree [ Finance or Accounting optional ] from nationally-recognized institution > GPA [ 3.XX ] or higher preferred

Firm Benefits

[ Heath Insurance; Retirement plan; life insurance; dental; vision ] Company Description We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey.

Company Description

We are a registered investment advisory firm as well as a financial planning firm located in Monmouth County New Jersey. #J-18808-Ljbffr

  • Client Service Manager

    4 weeks ago

    Eatontown, United States ROCKDALE ASSOCIATES INC Full time

    Job DescriptionJob DescriptionPosition Description: Client Service Manager About the Company Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is...

  • Service Writer

    4 weeks ago

    Eatontown, United States 2-J S Auto Repair LLC Full time

    Job DescriptionJob DescriptionBenefits/PerksCareers Advancement Opportunities ,TrainingPaid time offCompetitive CompensationHealth InsuranceRetirement Program's Job SummaryWe are looking for a Service Writer / Service Manager to join our team. The ideal candidate will have excellent communication and customer relationship skills, strong service writer...

  • Service Writer

    2 days ago

    Eatontown, United States 2-J S Auto Repair LLC Full time

    Job DescriptionJob DescriptionBenefits:401(k) matchingCompany partiesCompetitive salaryEmployee discountsFree uniformsHealth insuranceOpportunity for advancementSigning bonusBenefits/PerksCareers Advancement Opportunities ,TrainingPaid time offCompetitive CompensationHealth InsuranceRetirement Program'sJob SummaryWe are looking for a Service Writer /...

  • Manager, Imaging Services

    2 weeks ago

    Eatontown, United States HM OUTPATIENT SERVICES Full time

    Our team members are the heart of what makes us better. At Hackensack Meridian Health we help our patients live better, healthier lives — and we help one another to succeed. With a culture rooted in connection and collaboration, our employees are team members. Here, competitive benefits are just the beginning. It’s also about how we support one another...

  • Electronic Security

    4 weeks ago

    Eatontown, United States Integrated Systems & Services, Inc. Full time

    Job DescriptionJob DescriptionWe are seeking a experienced, well organized and take charge type of people to perform system installation and service of Access Control, Video, Burg. and other related systems. Individuals should be computer literate, mechanically inclined, organized, have good communications & troubleshooting skills with experience in field...

  • Account Manager

    2 weeks ago

    Eatontown, United States BAMM USA Full time

    BAMM Inc. is located in Eatontown, NJ and we are looking to expand our team! We are currently looking for motivated IT Account Executives to maintain and grow established accounts while also identifying and developing new accounts. Responsibilities •Generates new business through outside sales activities including referrals, solutions selling, cold calls,...

  • Account Manager

    3 hours ago

    Eatontown, United States BAMM USA Full time

    BAMM Inc. is located in Eatontown, NJ and we are looking to expand our team!   We are currently looking for motivated IT Account Executives to maintain and grow established accounts while also identifying and developing new accounts.   Responsibilities ·         Generates new business through outside sales activities including referrals, solutions...

  • Account Manager

    2 weeks ago

    Eatontown, United States BAMM USA Full time

    BAMM Inc. is located in Eatontown, NJ and we are looking to expand our team! We are currently looking for motivated IT Account Executives to maintain and grow established accounts while also identifying and developing new accounts. Responsibilities • Generates new business through outside sales activities including referrals, solutions selling, cold calls,...

  • Electronic Security Account Manager

    4 weeks ago

    Eatontown, United States Integrated Systems & Services, Inc. Full time

    Job DescriptionJob DescriptionHigh profile and respected NJ & NY Security Systems Integrator with high quality installation standards has immediate openings for ambitious and motivated commercial account representatives. Time spent both prospecting new business and handling company provided leads. Some accounts will be assigned to nurture. Must be able to...

  • Customer Accounts Manager

    1 week ago

    Eatontown, United States Better Qualified LLC Full time

    Job Description Job Description We are seeking a Customer Accounts Manager - BiLingual Spanish to join our team! You will resolve customer questions and offer solutions to drive company revenue. Responsibilities: Present and sell company products and services to new and existing customers Prospect and contact potential customers Reach agreed upon sales...

  • Customer Accounts Manager

    4 weeks ago

    Eatontown, United States Better Qualified LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Customer Accounts Manager - BiLingual Spanish to join our team! You will resolve customer questions and offer solutions to drive company revenue.Responsibilities:Present and sell company products and services to new and existing customersProspect and contact potential customersReach agreed upon sales targets by...

  • Service Concierge

    2 days ago

    Eatontown, United States Galaxy Toyota Full time

    Job DescriptionJob DescriptionAre you looking for a rewarding career in the Automotive industry to demonstrate your excellent customer service skills and local expertise? Our thriving service department is looking for a friendly and trustworthy individual to be our new concierge. You are the first person to meet guests upon arrival and will be responsible...

  • Automotive Service Advisor

    2 weeks ago

    Eatontown, United States Galaxy Toyota Full time

    Job DescriptionJob DescriptionOur bustling car dealership seeks a capable and organized automotive service advisor who will work full-time to address customer concerns, develop cost estimates, and calculate cost savings for customers. Our ideal candidate will have excellent written and verbal communication skills and loves greeting customers. We offer a fun...

  • Crew Manager>

    2 weeks ago

    Eatontown, United States White Castle Full time

    White Castle - 247 Hwy. 35 N. [Restaurant Shift Manager] As a Crew Manager at White Castle, you'll: Be essential to the operation running as smoothly and effectively as possible; Organize shifts, handle cash, and manage inventory; Oversee customer service and satisfaction; Motivate and lead the team; Work the cash register and drive-thru; Prepare orders,...

  • Case Manager

    2 days ago

    Eatontown, United States Mental Health Association of Monmouth County Full time

    Job DescriptionJob DescriptionSalary: The Mental Health Association of Monmouth County seeks a full-time case manager for its Community Support Services (CSS) program.The Partners in Independence (PII), Partners in Independence II (PII 2) Plus (PII+) and Partners in Independence II Expansion (PII2EX) Case Manager reports to the Community Support...

  • Pest Management Technician

    4 weeks ago

    Eatontown, United States Alliance Pest Services Full time

    Job DescriptionJob DescriptionSalary: Pest Management TechnicianThe Pest Management Technician serves customers by evaluating and diagnosing pest problems, determining appropriate treatment plans, communicating those plans to customers, and executing the strategies to ensure pest problems are dealt with quickly, safely, and effectively the first time. As the...

  • HVAC Service Technician

    1 month ago

    Eatontown, United States Interstate Air Conditioning & Heating Full time

    Job DescriptionJob DescriptionCompany Overview:Interstate Air Conditioning & Heating employs a staff of over 75, including service technicians, piping mechanics, sheet metal installers, project managers,estimators, and administrators. Our firm offers a complete rang of Commercial HVAC services throughout New York & New Jersey.Job Summary:This position is...

  • Dunkin' Manager

    3 weeks ago

    Eatontown, United States Dunkin' Full time

    **We are looking for an experienced & motivated leader to join our team at one of the largest QSR brands - Dunkin'.** Typically, training will take place during your first 2 - 8 weeks, before being placed in your home location. Most Store Managers work 5, 10-hour days, about 50 hours/week, pending the operational needs of their store. This may include...

  • Senior Manager, IT Operations

    4 weeks ago

    Eatontown, United States LOG-NET, Inc. Full time

    Job DescriptionJob DescriptionSalary: LOG-NET is a leader in the global autonomous logistics marketplace.  Our platform powers some of the largest brands in the world in the global distribution of there products.  We are looking to add to our operations and compliance team to drive strategic development of current and future management controls throughout...

  • Manager, Procurement

    1 week ago

    Eatontown, United States Marmon Holdings, Inc. Full time

    Cornelius Renew, Inc. Come join a team where People make the difference! As a part of Marmon Holdings, Inc., a highly decentralized organization, we rely heavily on people with the aptitude, attitude, and entrepreneurial spirit to drive our success, and we're committed to attracting and retaining top talent. At Marmon Foodservice Technologies, (Marmon Link &...