Financial Services Manager

4 weeks ago


Mansfield, Massachusetts, United States The Nagler Group Full time
Job Title: Financial Client Services Manager

$55-60K

Mansfield onsite

Job Summary:

We are seeking a highly skilled Financial Client Services Manager to join our team at The Nagler Group. The successful candidate will be responsible for ensuring a positive and professional client service experience.

Key Responsibilities:
  • Client Service: Ensure a positive and professional client service experience.
  • Client Inquiries: Manage client inquiries via phone, email, online, or in person.
  • Client Complaints: Direct client complaints or complex queries to relevant departments in a timely manner.
  • Technical Assistance: Provide clients with technical assistance on products and services.
  • Issue Resolution: Expedite serious issues to management toward prompt resolution.
  • Client Relations: Build positive client relations by checking in regularly and following up on active processes.
  • Record Keeping: Maintain client records and document processes.
  • Proactive Intervention: Identify potential client services concerns and facilitate proactive intervention steps.
  • Product Knowledge: Keep track of new products on offer, as well as emerging trends in client services.
  • Product Improvement: Recommend product improvements based on client services feedback.
Requirements:

The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment. They will also have a strong understanding of client service principles and be able to provide technical assistance on products and services.



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