Client Service Manager
4 weeks ago
We are seeking a highly organized and detail-oriented Client Service Manager to join our team at Capital Wealth Advisors. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our advisors and clients.
The ideal candidate will have a strong background in financial services, excellent communication skills, and the ability to work independently with minimal supervision. If you are a self-starter with a passion for delivering exceptional client service, we encourage you to apply.
Key Responsibilities- Provide exceptional client service and support to our advisors and clients
- Assist with day-to-day operations, including but not limited to: answering phones, filing, processing mail, and scheduling meetings
- Collaborate with our marketing team to prepare customized marketing campaigns and events
- Maintain accurate records and data in our CRM database
- Perform other administrative tasks as needed
- Minimum 5 years of experience in financial services
- Proven strong client service skills
- Ability to work independently with minimal supervision
- Excellent communication and organizational skills
We offer a competitive compensation package, including a salary and benefits. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply.
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