Wealth Management Customer Service Manager

Company DescriptionFinancial Partners Group provides comprehensive fee-based wealth management services for business owners, executives, professionals, and affluent clients. They focus on helping clients create and grow their personal wealth, protect their life savings, and plan for the distribution of their assets. The company offers tailored client portfolios to ensure a personalized financial experience for each individual.Role DescriptionThis is a full-time on-site role for a Financial Services Firm Customer Service Manager located in Overland Park, KS. The Customer Service Manager will be responsible for day-to-day client service duties relating to comprehensive financial planning, investment management, and retirement planning, within the wealth management sector.QualificationsCurrent or prior customer service experience for an Investment Management FirmExperience in the Financial Services IndustryKnowledge of CustodialAdvisor firm SystemsExcellent interpersonal and customer service skillsStrong analytical and problem-solving abilitiesDetail-oriented and organizedWorks well in a team environmentAbility to multi-task in a fast-paced workplace

Created: 2024-11-03