Client Services Manager Lead
4 days ago
Job Overview
The Client Services Manager will be responsible for providing exceptional service to clients, working closely with advisors and staff to ensure seamless communication and operational processing. The ideal candidate will possess strong organizational skills, attention to detail, and effective communication abilities.
Key Responsibilities:
- Scribe during client meetings to capture important details and actions.
- Direct contact with advisors and clients to resolve issues and provide support.
- Submit annuity applications and complete client investment transactions as directed by advisors.
- Resolve client issues and follow up with clients to ensure satisfaction.
- Call clients to request information or discuss follow-up on outstanding matters.
- Provide excellent service to clients and maintain a focus on the overall client experience.
- Review appointment schedules with advisors and provide support for meeting preparation and follow-up.
- Handle service calls and correspondence from clients, corporate offices, or other professionals.
- Record all client communications in the CRM system, including interactions, preferences, reporting, and tracking.
- Perform operational processing, including money movement, service requests, applications, and check deposits.
Requirements:
- High school diploma or equivalent required.
- Must possess SIE, Series 7, 66, and MN Life and Variable Annuity licenses.
- Strong organizational and computer skills, with attention to detail and effective communication abilities.
- Ability to multitask and prioritize tasks effectively.
- Positive attitude and willingness to constantly learn and grow.
Company Description:
Dahl Consulting is a leading company in the financial services industry, committed to providing exceptional service to clients and partners. Our team is dedicated to building long-term relationships, holding our clients' priorities in high regard, and working with utmost respect, integrity, and high energy.
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