Client Relationship Manager

6 days ago


Saint Cloud, Minnesota, United States Dahl Consulting Full time
About the Role

The Client Services Manager will provide exceptional customer service to clients, advisors, and corporate offices. Key responsibilities include:

  • Scribing during client meetings
  • Direct contact with advisors and clients
  • Submitting annuity applications
  • Completing and verifying client investment transactions

The ideal candidate will possess strong organizational skills, attention to detail, and effective communication abilities. A high school diploma and relevant licenses (SIE, Series 7, 66, & MN Life and Variable Annuity) are required.



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