Client Service Manager - Financial Planning

Our client is currently seeking a Client Services Manager (CSM) - Financial Planning to join their rapidly growing wealth management firm. This boutique financial planning firm is dedicated to providing personalized and comprehensive wealth management services to individuals, families, and businesses. The ideal candidate will be client service orientated, and have experience in the financial services industry. They will be responsible for office administrative support, maintaining databases of clients, all aspects of business processing, including account maintenance, cashiering, asset movement and more.Essential Duties and Responsibilities:Manage multiple client relationshipsPrepare appointment material and gather financial/account informationSchedule and confirm meetings and conference callsMaintain accurate client information in proprietary systemsRecord client notes and manage workflows in CRMOnboard new clients and manage account paperworkProvide market quotations, place orders, and rebalance accountsProcess cashiering and asset movement requestsResolve client service problems and support office administrationAnswer office calls and handle client requestsType and design general correspondenceProvide general office support (phones, photocopying, faxing, filing, etc.)Process mail, including checks and tax formsRequired Skills:Proficiency in customer relationships, data entry, confidentiality, and MS Office productsExperience with CRMs (Redtail preferred) and virtual meeting applicationsExcellent oral and written communication skillsEnergetic personality with strong interpersonal skills

Created: 2024-11-05