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Client Services Manager

2 months ago

Chicago, Illinois, United States AMS Staffing Inc. Full time
About the Role

We are seeking a highly skilled Client Services Manager to join our team at AMS Staffing Inc. as a key member of our financial services team. The ideal candidate will have a proven track record of managing client relationships, advocating for client retention, and overseeing the necessary resources to achieve business goals.

Key Responsibilities
  • Client Relationship Management
    • Establish and nurture long-term relationships with clients and their assigned advisors, understanding their unique financial needs and objectives.
    • Proactively resolve client issues and concerns, ensuring a high level of client satisfaction and retention.
    • Conduct regular, in-depth conversations with clients to assess and improve their financial plans and experiences in an effort to improve the client experience and service model.
  • Retention and Relationship Repair
    • Develop and implement a structured process for receiving, managing, and improving client relationships, particularly those that are at risk.
    • Create and execute tailored retention strategies to address client concerns and enhance their satisfaction.
    • Monitor and analyze client feedback and engagement to identify areas for improvement and implement corrective actions.
  • Utilizing Firm Resources
    • Leverage the firm's resources to uncover and provide solutions for clients who are unhappy or have specific needs.
    • Offer comprehensive services such as financial planning, estate planning, tax strategy, various investment strategies, and custom portfolio solutions.
    • Coordinate with internal teams and departments to deliver these solutions effectively and efficiently.
  • Client Support and Advisory
    • Provide clients with knowledgeable and prudent financial advice to help them achieve their financial goals.
    • Stay informed about investment products, market trends, and regulatory changes to offer current and effective advice.
    • Develop and present comprehensive wealth management solutions to address client needs and objectives.
  • Team Leadership and Development
    • Drive team performance and training with proactive solutions to common client pain points which lead to client dissatisfaction.
    • Recruit, onboard, train, and supervise client service staff, coordinating assignments and evaluating problem areas to determine potential reassignments and training needs.
    • Create, update, and improve systems of tracking activity, ensuring staff efficiency and effectiveness in retention and growth efforts.
  • Operational Excellence
    • Independently improve and streamline service models and operational procedures to enhance efficiency and client experience.
    • Ensure compliance with all industry rules, regulations, and firm policies.
    • Produce reports to support client retention efforts and maintain regulatory compliance.
  • Collaboration and Coordination
    • Work closely with senior partners and other departments to gather information, coordinate meetings, and deliver comprehensive financial planning services.
    • Collaborate with portfolio managers, tax advisors, estate counsel, and other professionals to implement client strategies effectively.
    • Partner with groups across the Firm on process improvement and day-to-day problem-solving.