Client Services Manager

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.
They are adding a Client Services Manager to support the firm.
Responsibilities

• Responsible for the function, workflow, task management, and performance of the support/servicing team
• Oversee client account setup and data transfer with platform and products for the purposes of new account setup, risk products, money movement, risk portfolio accounting, trading, and performance reporting
• Maintain contact with clients to provide or obtain updated information
• Responsible for paperwork and client reports
• Handle case notes, process correspondence and maintain client case files
• Responsible for obtaining financials; new statements, account forms and other insurance/investment-related materials
• Maintain financial representative’s calendar, schedule follow-up appointments, and answer telephone calls and direct them as appropriate.
• Review insurance applications, conversions and policy changes for completeness and
  accuracy and return to a representative for any missing information

Qualifications

• 3 to 5 years of Financial Service or Insurance industry experience preferred
• Life & Health licenses preferred
• Demonstrated ability to maintain effective working relationships with clients and wealth
  management advisors
• Excellent oral and written communication skills
• Able to practice active listening and communicate in a direct manner
• Strong attention to detail with the ability to work with a high degree of accuracy
• Ability to manage multiple diverse projects and assignments in a timely and quality manner
• Willingness to learn and the goal to grow
• Ability to embrace change and work in a fast-paced environment
• Able to work both independently and on a team
  

Compensation

• $60,000-70,000 per year plus discretionary bonuses