Client Services Manager

2 weeks ago


Layton, United States Navigate Private Wealth Full time

Full-time Client Service Manager position available Monday to Friday at a Private Wealth firm. Ideal candidates possess strong interpersonal and organizational skills and are committed to delivering top-tier service to clients while upholding high standards of business ethics.

If you are looking for a lasting career or seeking to re-enter the workforce with a focus on long-term growth, we cherish diverse viewpoints and recognize that a college degree isn't always a prerequisite for success. We strongly believe that skills, experience, and a strong work ethic are equally essential in contributing to an exceptional customer experience.



Responsibilities


Duties include but are not limited to the following:

·        Cultivating positive client relationships

·        Managing client communication (calls, texts, emails)

·        Resolving service requests and concerns

·        Planning and hosting client events

·        Maintaining confidentiality

·        Managing CRM data (Redtail)

·        Organizing electronic files and records

·        Scheduling meetings for one advisor

·        Overseeing money movement for clients

·        Monitoring client fees

·        Preparing monthly reports

·        Prioritizing tasks to meet deadlines

·        Identifying opportunities to enhance client satisfaction

·        Performing light office cleaning and periodic supply orders

·        Tracking and verifying office bill payments


Qualifications


  • High school diploma
  • College degree and financial industry experience preferred
  • Intermediate to advanced skills with Microsoft Excel and Word
  • Comfortable working with multiple online software tools
  • Strong organizational skills, meticulous attention to detail, proactive and resourceful
  • Must have excellent interpersonal, written and communication skills
  • Friendly, professional phone manners and enjoys working with a variety of clients
  • Desires long-term employment


Additional Info


  • 30-35 hrs per week

Office Address: 1830 East 3100 North, Layton, UT 84040




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