Job description

Job purpose:

Our Client Service Manager serves as a key player in providing great client service and maintaining client relationships by focusing on activities such as the clerical and operational functions of our practice.

Duties and responsibilities:

• Act as direct liaison between Advisor, clients and back-office.
• Administer a High level of customer service to new and existing clients.
• Support and communicate with clients/team members and back office.
• Review dictation notes for client meeting details.
• Process/submit new client applications by collecting required documentation and client information.
• Timely follow up on all new applications, obtain outstanding requirements and see that all facets of the applications are being adhered to.
• Take ownership of client service tasks, complete timely and follow up on service requests.
• Update Salesforce / Advisor 360 / MS Excel reports and review with advisor during regular scheduled meetings.
• Manage client files make certain they are compliant.
• Prepare for upcoming client meetings.
• Perform ad hoc administrative tasks as requested.
• Engage in available training and education programs to maintain status on office policies, procedures and risk awareness.

Qualifications

Education/Experience:

• Bachelor’s Degree
• Two or more years of financial services industry experience preferred

Knowledge, Skills, and Abilities:

• Ability to earn client trust and instill confidence the task will be completed timely.
• Warm, Friendly and Caring with Client first attitude.
• Professional, organized, and detail-oriented.
• A competent capable, can-do attitude with the ability to adapt and deliver under pressure.
• Ability to thoroughly compile data and manage multiple systems simultaneously.
• High level of common sense and problem-solving ability.
• Works well independently in a fast-paced environment.
• Ability to collaborate with others and build relationships.
• Proficient and knowledgeable in Microsoft Word/Outlook/Excel.
• Series 7 or willingness to obtain Series 7 for future growth opportunities.

Compensation:

• Benefits available including Medical, Dental, Vision and 401k w/Match. Employee contributions apply.
• Annual performance bonus based on metrics of achieved goals up to $5,000.

Hours:

• Monday-Friday 8:30am to 5pm, ½ Hour Lunch, 15 Minute Break.

Attire:

• Business casual

Benefit Conditions:

• 30 Waiting period applies

Work Remotely

• 1 day per week

Job Type: Full-time

Pay: $65,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift

Supplemental pay types:

• Bonus pay

Ability to commute/relocate:

• Elmsford, NY 10523: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Microsoft Office: 2 years (Preferred)
• Financial Industry: 2 years (Preferred)

Work Location: One location

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