Client Service Manager

7 days ago


Albany, New York, United States AppleOne Full time
Job OverviewAppleOne is seeking a highly skilled Client Service Manager to join their team in Albany, NY. This role will involve managing daily business protocols using our client's proprietary asset-liability management (ALM) system, ensuring timely, accurate, and tax-efficient trading. The successful candidate will be the primary contact for clients on non-qualified benefit programs, including corporate-owned life insurance (COLI) or mutual funds.Key Responsibilities
  • Monitor and manage assigned client asset management strategies, rebalancing portfolios, and overseeing client reporting packages.
  • Prepare and process client accounts for the asset-liability management platform while ensuring accurate record keeping.
  • Develop and maintain strong relationships with trust partners, insurance carriers, and record-keepers, while processing life insurance claims as needed.
  • Manage client relationships, communicate expectations, resolve issues with custodial accounts, and ensure compliance with quality standards.
  • Collaborate with internal teams on escalated account issues and contribute to process improvement efforts.
Requirements
  • Series 6 or 7 Registered Representative designation (or willingness to obtain within 3 months).
  • Strong interpersonal, client service, and communication skills, with the ability to manage multiple priorities.
  • Proficient in MS Office, particularly Excel, and detail-oriented with a focus on accuracy.
Company OverviewActOne Group, a leading workforce management company, is committed to keeping the humanity in Human Resources and Strategic, Inclusive Procurement. With over 17,000 clients and 2,800 employees across 33 countries, ActOne Group delivers corporate HR initiatives to local and global markets. The company's founder and CEO, Janice Bryant Howroyd, is a renowned expert in her field, with a passion for education, mentorship, and self-empowerment initiatives.

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