Client Service Director

1 week ago


Holyoke, Massachusetts, United States The MH Group LLC Full time
Job Requirements

The MH Group LLC is seeking a Client Service Director to lead our client-facing operations and drive business growth. This role involves managing team members, developing processes, and delivering exceptional client experiences.

The ideal candidate will have 2-5 years of industry experience and an Associate's degree.

Key Responsibilities:

  • Manage team members, including conducting employee evaluations and overseeing hours.
  • Oversee team hubs consisting of an advisor and a paraplanner.
  • Conduct weekly staff meetings.
  • Track all company tasks, including managing insurance and investments applications, all service items and referrals and clients in the financial planning process.
  • Review and improve workflows and resources for various company tasks.
  • Create and update checklists for different activities (e.g., insurance and investment applications, financial planning experience).
  • Refine processes and procedures for prospective clients and overall practice.
  • Oversee the business calendar, including financial planning client meetings, advising client reviews, and business enrollment meetings.
  • Organize and manage existing clients and households.
  • Plan and execute client appreciation events.

Anticipated Outcomes:

  1. Organize all client annual review meetings by a specific deadline.
  2. Increase efficiency in insurance sales and services by monitoring application processes, ensuring smooth client experiences, and timely completion of service requests.
  3. Enhance efficiency in investment applications and services by overseeing timely account setup, funding processes, and fulfillment of service request.
  4. Expand team size from 2.2 to 4 within a specified timeframe.

Requirements:

  • Associate's degree required.
  • 2-5 years of industry experience.

The estimated salary for this position is $65,000 per year, based on location and experience. Benefits include Simple IRA (3% match).



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