Office/Client Relations Manager

3 weeks ago

Jamestown, United States Prudential Financial Full time

About us

Our goal is to hire the right person to join our fantastic financial planning team located in Jamestown, North Dakota.

Responsibilities (summary): You will be joining a support team that manages the administrative tasks for two Financial Advisors. Daily responsibilities and tasks take on a wide array of duties to help support the advisors and our clients.

Financial experience is a plus, but not necessary; Insurance and/or Securities licensing is a plus, but not necessary; an Associate or Bachelor's degree is preferred. Schedule is 5 days per week (approximately 30 hours.) We can be extremely flexible for the right person and offer a laid-back and pleasant working environment. Great opportunity for meaningful full-time employment

A list of responsibilities, but not all-inclusive:

Assist Financial Advisors in preparing for client meetings and complete follow-up tasks.

Complete paperwork for multiple product types and route to clients and various firm operations as specified by their financial plan.

Prepare for client meetings, by updating financial planning and CRM software, and pulling statements; requesting needed information from clients in advance of meeting.

Providing support to the Financial Advisors in post-meeting follow-up.

Overseeing and updating the following inter-office trackers: required minimum distributions, managed account reviews, systematic payout.

New business processing (following up with carrier and client) for new accounts - involving both new and established clients.

Interact with the corporate office on client related issues.

Customer service on accounts; documenting client calls and interactions.

Monitor alerts on existing accounts & policies to ensure accounts maintain client objectives.

Passion for delivering amazing client experiences. We are all 100% committed to excellence in service of our clients.

Follow through with all paperwork to ensure it is in good order.

Mail agreements, brochures, and other client account paperwork to clients.

Research and resolve account issues or miscellaneous questions for clients and advisors.

Maintain files and prepare correspondence and documents for advisors and clients.

Any additional tasks as they come up or as the business evolves to support the team.


Competencies:

To perform the job successfully, an individual should demonstrate the following competencies:


  • Strong technology/computer aptitude
  • Proficient in Microsoft Office (Word, Excel, and PowerPoint)
  • Identify and resolve problems in a timely manner
  • Intuitive and resourceful to gather, analyze and resolve complicated issues
  • Manage in and outbound call with professionalism
  • Respond promptly and accurately to client questions and needs
  • Meet commitments and maintain confidentiality
  • Exhibit sound and accurate judgment
  • Demonstrate accuracy and thoroughness
  • Monitor own work to ensure quality
  • Strong attention to detail
  • Strong time management skills
  • Thrive in a fast-paced environment
  • Job Type: Part-time
  • Pay: $16.00 - $20.00 per hour

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