Client Service Manager

3 days ago

Eatontown, New Jersey, United States ROCKDALE ASSOCIATES INC Full time
Job Summary

We are seeking a highly skilled Client Service Manager to join our team at Rockdale Financial Services Inc. in Monmouth County, New Jersey. As a Client Service Manager, you will play a critical role in delivering exceptional client support and ensuring the success of our clients' financial goals.

Key Responsibilities
  • Provide daily support to clients, process client requests, and answer inquiries in a timely manner.
  • Coordinate the preparation of financial plans, annual or quarterly reviews, and other client meetings materials.
  • Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs, and added services.
  • Schedule client and team meetings as required.
  • Discuss and organize follow-up steps with advisors or firm principals after client meetings.
  • Prepare client engagement agreements and investment applications, including new account applications, process transfers of client accounts, provide daily tracking of project status, and keep clients informed of the progress of their accounts.
  • Coordinate account transfers and obtain cost basis information for incoming assets.
  • Execute equity, fixed income, mutual fund, and variable annuity transactions under the direction of the firm principal or advisors.
  • Review daily transaction reports to ensure accuracy of previous day activities.
  • Monitor client account activity, including dollar cost averaging activity.
  • Verify cash balances for systematic withdrawal programs.
  • Generate and review monthly available cash report.
  • Maintain the client referral program by coordinating next steps and providing required advisor/principal support.
  • Manage all details of clients, prospects, and vendors in CRM.
  • Populate and maintain accurate client data in client relationship management database, client fee billing, and reporting systems.
  • Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts.
  • Ensure system backups are completed on a routine basis.
  • Monitor continuing education requirements for advisors, principals, and team members.
Requirements
  • Exceptional oral and written communication skills.
  • Excellent follow-up and follow-through capabilities.
  • Personable, approachable with a positive attitude.
  • Organized, meticulous, detail-oriented, and able to multitask.
  • Able to interact well with sophisticated, high net worth clients and all employees.
  • Able to exercise good judgment by recognizing urgency and setting priorities.
  • Professional attitude, demeanor, and appearance.
  • Able to work independently with good problem-solving, mathematical, and time management skills.
  • Comfortable with public speaking.
  • High degree of confidentiality and latitude.
  • Proficient with Windows-based software, including MS Word, Excel, PowerPoint.
  • Knowledge of CRM system, Morningstar, and/or portfolio management software a plus.
  • 1+ years of experience in the financial services industry, preferably with an investment management or advisory firm.
  • Work experience that demonstrates interpersonal and teamwork skills.
Licenses
  • Series 63 required/preferred.
  • Bachelor's Degree from a nationally-recognized institution.
  • GPA 3.XX or higher preferred.

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