Client Service Manager In this role you will combine your financial background with your excellent 2-3 years of client service experience and become one of the primary points of contact for all service-related needs of a wealth management client. Having the ability to multitask while remaining extremely organized is key to success in this role. In addition to service tasks, maintaining and building client relationships with strong people skills are essential. You will work in a team-oriented environment to deliver high quality, personalized wealth management services.
Your Role Watch this video to learn more.
- Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures
- Research, follow-up and resolve client inquiries and requests through effective interaction with clients, advisor, operations staff, custodians, etc.
- Coordinate and follow through on account inquiry, transaction, financial planning and maintenance requests throughout the client relationship
- Proactive responsibility for preparing client reviews, maintaining client records, and outgoing client communications
- Ability to determine necessary documentation and forms, determine appropriate follow through, and accurately communicate expectations
Requirements
Preferred Qualifications - Two plus years of experience in a client-facing role, preferably within an investment brokerage, advisory, or wealth management firm
- Working knowledge of financial planning, investment and insurance fields
- Experience with industry tools, i.e. financial planning and investment software systems and CRM preferred
- Detail oriented, resourceful, and able to multi-task effectively
- Strong organizational and interpersonal skills
- Enjoy working in a fast-paced team environment