Client Service Manager

Job Title: Client Service Manager  FLSA status:  Exempt Reports to:  Managing Director Position Summary: The Client Service Manager is primarily responsible for building and maintaining strong relationships with clients by acting as a point of contact, managing their accounts, resolving inquiries, ensuring timely execution of transactions, and delivering high-quality service to meet their financial needs.Essential Duties and Responsibilitieso Supports Advisor(s), Managing Director(s), and other team members in daily operations. o Prepares materials for client review meetings, including an agenda and a complete and thorough summary of a client's financial position.o Schedules client meetings as necessary.o Maintains accurate client files using internal reporting and management systems. o Prepares and submits client paperwork from custodians, in addition to CFG engagement agreements and supplements.o Executes stock, bond, mutual fund, and other trades as directed by the Advisor andor Managing Director.o Assists in onboarding new clients to CFG systems and processes.o Assists with client communications and requests via phone calls, emails, in-person meetings, etc.o Commits to ongoing education and professional development to remain current.o Fosters an environment of open, honest, and timely communications.Essential Skills and Experienceo Bachelor's degree in Business, Accounting or Finance.o One-year financial services industry experience.o Strong analytical skills and ability to solve problems.o Obtain licenses andor relevant certifications requiredrecommended for the position.o Advanced computer skills, including advanced knowledge of the Microsoft Office Suite, internet search and research capabilities.o Experience with industry back-office systems software.o Exceptional oral, written, and interpersonal communication skills.o Understanding of process improvement and project management techniques with the ability to manage both big-picture and process-level implementation.o Strong problem resolution skills with the ability to be detail-oriented and accurate.o Ability to work with staff and clients of all backgrounds and professions.o Self-motivated with the ability to handle a heavy workload and work both independently and under direction.o Effective organizational skills and ability to multi-task, follow-up and meet deadlines.o Uncompromised ability to maintain confidentiality and integrity.o Positive attitude and energetic willingness to learn and cooperate.o Professional appearance and demeanor.Reporting to this position: NoneClayton Financial Group abides by the requirements of 41 CFR 6-1.4(a) , 60-300.5(a) and 60-741.5(a). These regulations prohibit discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities, and prohibit discrimination against all individuals based on their race, color, religion, sex, or national origin. Moreover, these regulations require that covered prime contractors and subcontractors take affirmative action to employ and advance in employment individuals without regard to race, color, religion, sex, national origin, protected veteran status or disability. 

Created: 2025-02-21