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Client Service Manager

2 months ago

Raleigh, North Carolina, United States Matchstick Full time
About the Role:

The Client Service Manager is a key position at Matchstick, a pioneering financial services firm that invests in the growth and development of its team members. We seek to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement.

Key Responsibilities:
  • Client Relationship Management: Develop and maintain solid relationships with clients, ensuring the highest level of confidentiality and discretion in all business matters.
  • Operational Support: Provide operational support for all existing and new clients, including account transfers, move money requests, branch check deposits, conversions, beneficiary updates, estate processing, and annuity and life policy management.
  • Client Inquiries and Resolution: Research and resolve client inquiries, return all client calls, and ensure client satisfaction.
  • Proactive Follow-up: Proactive follow-up with clients to confirm account updates, paperwork, and check receipt.
  • Client Meetings and Processing: Meet with clients for new client forms signatures and processing, and review notes from client meetings and complete action items.
  • Account Monitoring: Review account transactions daily to monitor trade requests placed, confirm deposits posted, transfers received, confirm client withdraw requests sent, etc.
  • Client Online Access: Set-up new client online account access and assist existing clients with online account access.
  • Compliance and Regulatory Requirements: Maintain Required Minimum Distributions, submit and follow-up on advisory trade requests with the Merit Investment Team, and document all communication and interactions with clients and prospects in Salesforce CRM in a timely manner.
  • Team Collaboration: Work closely with the Processing Manager for your region, maintain paperless client files on our cloud-based system, and keep advisor(s) book of business updated within the custodian systems, Salesforce, and Orion.
  • Branch Support: Collaborate with the Client Service team across all branches to keep-up with changes at custodians and develop and improve systems and processes.
  • Compliance and Regulatory Requirements: Resolve account-related compliance requests, maintain and submit branch compliance files quarterly, track and submit insurance licensing, renewal, and appointments, and handle miscellaneous operational activities and projects.
  • Client Events: Participate in prospect and client events.
Requirements:
  • Education: Associates or Bachelor's Degree
  • Experience: A minimum of 2-4 years in client service for a wealth management firm
  • FINRA Certifications: FINRA S6 or S7 and S63/S65 OR 66 (preferred, not required)
  • Platform Experience: Previous experience working on Fidelity, LPL, or Schwab platforms (preferred)
  • Industry Knowledge: Excellent knowledge of the securities industry's rules and regulations
  • Computer Skills: Proficient computer skills (ability to access email and the Internet) and proficiencies in Outlook, Word, Excel, and Salesforce are desired
  • Communication Skills: Excellent written and verbal communication skills
  • Teamwork and Time Management: Outstanding teamwork and time management skills
  • Interpersonal Skills: Excellent interpersonal skills
  • Task Management: Ability to handle multiple tasks and operate in tight deadlines
  • Team-Oriented Mentality: Strong team-oriented mentality with a desire to achieve personal and company performance goals
  • Professionalism: Ability to interact with clients and team members in a professional and respectful manner
  • Attention to Detail: Detail-oriented and self-motivated
  • Problem-Solving: Curiosity and ingenuity to help implement new client-related technology solutions as well as creatively build and maintain methods and procedures of the company
Benefits:
  • Competitive Salary: Competitive salary based on experience
  • Medical and Dental Insurance: Medical Insurance & Dental, Vision Insurance
  • Life and Disability Insurance: Life & Personal Accident Insurance, Short-term Disability Insurance & Long-term Disability Insurance
  • Flexible Spending Account: Flexible Spending Account (FSA), Health Savings Account (HSA) or Dependent Care FSA
  • 401(k) Plan: 401(k) Plan with company matching
  • Paid Time Off: Paid Time Off (PTO) and paid holidays
About Matchstick:

Matchstick is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a Best Places to Work by InvestmentNews and have made the fastest-growing companies list in both INC 5000 and Georgia's Fastest 40.