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Client Service Manager

Company: gpac
Location: Las Vegas
Posted on: May 27, 2023

Job Description:

Job Description
A nationally known company is in URGENT need of a Client Service Manager at their independent, privately held, fee-only wealth management firm. In this role, the CSM will provide administrative and operational support to the Financial Advisors.
Primary Job /Responsibilities :
The Client Service Manager assists both Private and Institutional Clients.

  • Opening new client accounts as well as creating households
  • Executing cashiering, money movement, and ACH requests
  • Assist with answering phones and handling all client service issues within capacity
  • Review Advisor emails and respond to all inquiries within a timely manner
  • Prepare paperwork for client meetings while ensuring all required forms are completed accurately within proper time parameters
  • Schedule and sit in on periodic client review meetings, taking detailed notes and following up on all service needs post-meeting
  • Process new business for advisor and assist in the on-boarding of new clients
  • Track pending business paperwork; updating various systems and communicating effectively with appropriate parties within the Firm
  • Assist advisor with marketing efforts, such as following up with referrals, updating contact management system with names of prospects.
  • Provide administrative support as needed
  • Maintain and update client contact records using the Firm's CRM
  • Maintain and organize client files in the Firm's Document Management System, including copies of all signed applications and forms
  • Prepare and send outgoing mail/correspondence
  • Maintain appropriate turnaround time on incoming items Qualifications/Requirements:
    • Bachelor's Degree and 3-5 years' relevant experience
    • Proficiency in Microsoft Office Suite (Excel and Word)
    • Experience working with performance reporting software, CRM databases, and document management software a plus
    • Working knowledge of personal financial planning topics and strategies; basic understanding of industry rules and regulations is required Skills/Knowledge
      • Demonstrated competency in consultative sales and building mutually beneficial relationships
      • Proven credibility with target client base
      • Demonstrated ability to be self-motivated and disciplined and to work independently
      • Strong interpersonal and communication skills with demonstrated ability to effectively communicate complex and technical information
      • Must be organized, detail oriented, and effective in building trust and confidence
      • Must possess business maturity and be personally impactful with a high level of integrity
      • Familiar with Apple/Mac products
        My name is Janeen Calhoun, and I look forward to having a conversation with you about your aspirations for a future career. If your resume matches to what we are looking for, I will schedule a day/time to speak with you about this exciting career advancement opportunity!
        Agencies Owners or Hiring Authorities: If your team needs any position filled, we can also assist in presenting qualified talent. Please reach out for a consultation today!
        I am Janeen Calhoun, and I look forward to having a conversation with you about your aspirations for a future career. Please contact me at (605) 705-3047 Or to have a conversation about this exciting career advancement opportunity!
        Janeen Calhoun
        Director - Wealth Management
        All qualified applicants will receive consideration without regard to race, age, color, sex (including pregnancy), religion, national origin, disability, sexual orientation, gender identity, marital status, military status, genetic information, or any other status protected by applicable laws or regulations. GPAC (Growing People and Companies) is an award-winning search firm specializing in placing quality professionals within multiple industries across the United States since 1990. We are extremely competitive, client-focused and realize that our value is in our ability to deliver the right solutions at the right time.

Keywords: gpac, Las Vegas , Client Service Manager, Executive , Las Vegas, Nevada

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