Client Experience Manager

3 weeks ago

Chesterton, Indiana, United States Benjamin F Edwards & Co Full time

Become a key player in the success of our Financial Advisors and clients at Benjamin F. Edwards & Co.

Job Overview

We are seeking an exceptional Client Experience Manager to provide top-notch support to our Financial Advisors and their clients.

About the Role

This is a fantastic opportunity to shape the client experience, drive trust and confidence, and forge lifelong relationships with our clients.

As a Client Experience Manager, you will be responsible for assisting our Financial Advisors with various client-related activities, including account opening, maintenance, and research. You will also be the primary point of contact for clients, providing exceptional support and ensuring timely resolution of inquiries.

Responsibilities
  • Serve as the primary point of contact for clients and provide high-level support; respond to client inquiries and ensure timely resolution.
  • Assist Financial Advisors with opening new accounts and send required account and transaction documents to clients.
  • Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
  • Create, prepare, and review daily client reports and presentations for client meetings and/or for Financial Advisors.
  • Maintain client notes and follow up on resulting action items using tools like Salesforce, Orion, Microsoft Bookings, etc.
  • Assist in financial planning efforts by entering client data in MoneyGuidePro (financial planning software) and walking clients through account set up and review options in the client portal.
  • Perform tasks such as scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notifications, preparing correspondence, and assisting with mailing and client requests.
  • Act as a liaison between the branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
  • Assist Financial Advisors with prospecting new clients through mailings and seminars.
  • Follow firm policies, procedures, and maintain files in accordance with firm and regulatory guidelines.
  • Perform administrative duties as required by the Financial Advisors or branch manager.
  • Provide backup support as required to other branch support personnel.
Qualifications

To succeed in this role, you will need:

  • Proficient experience with Microsoft Office Suite and the ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion, and MoneyGuidePro is a plus.
  • A professional presence with strong customer service and interpersonal skills experience.
  • Detail-oriented, excellent organizational skills, and the ability to manage a variety of tasks.
  • The ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
  • Excellent communication across a wide variety of communication channels (in-person, phone, and virtually).
  • The ability to seek new ways to improve processes, suggest new ideas, and approaches.
  • The exercise of discretion in handling confidential information.
Salary

$60,000 - $80,000 per year, depending on experience.

Benefits

We offer a comprehensive benefits package, including health, dental, vision, 401(k), life insurance, disability, and paid time off.

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