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Client Services Manager.

Description

Ref ID: 02480-0011509531

Classification: Portfolio Assistant

Compensation: $16.96 to $19.64 hourly

Accountemps is looking for a Client Services Manager. The Client Services Manager will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Manager is a licensed position (Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. DUTIES AND RESPONSIBILITIES: -meet daily with advisor to coordinate advisor workflow and receive advisor work requests. -review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. -complete work requests and serve as the advisor’s workflow liaison with other staff. -handle service calls from clients, corporate office, or other professionals. -record all client communication and interaction in Contact Manager. -complete client investment transactions as directed by an advisor. -compose client correspondence (letters, memos, faxes, etc.) as requested. -resolve client issues and call client back when problem has been resolved. -involve advisor when needed to assist in client issue resolution process. -complete forms and applications following client appointments. -submit all new business applications and checks to the corporate office in a timely manner. -track all pending transfers of client assets and other transactions as needed. -clean-up Contact Manager Database of clients no longer active, etc. -follow-up for clients who have not scheduled their annual NaviPlan Review meetings. -complete other projects or duties as requested by primary financial advisor or other members of the firm.

Requirements

-have a working knowledge of basic computing. - proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook -able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. -able to work one on one with advisor in a time sensitive capacity. -have excellent oral and written communication skills. -have excellent interpersonal skills -flexibility to work in a changing environment -able to work effectively individually and with all team members -be detail-oriented and able to prioritize work -be able to work in an unstructured environment with critical time demands. -have excellent time management skills -maintain client and business confidentiality -have a high school diploma; with advanced training/education preferred -have one or more years' experience in financial planning business is desirable -hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired. Please send your resume to [Click Here to Email Your Resumé] or call us at 320-240-0008.

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

Job Snapshot

Location US-MN-St. Cloud
Employment Type Full-Time/Part-Time
Pay Type Year
Pay Rate N/A
Store Type Accounting, Finance, Professional Services
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Company Overview

Robert Half

Robert Half is America’s top staffing agency, dedicated to helping talented people like you find rewarding temporary and full-time jobs with today’s leading companies. Our staffing experts work closely with local hiring managers and use AI-powered matching technology to find opportunities that match your skills and professional goals. With decades of experience in placing accounting, finance, administrative, technology, creative, marketing and legal professionals, we’ll help ensure your next career move is a successful one. Learn More

Contact Information

US-MN-St. Cloud
Recruiter
320- 240-0008
320- 240-6182
Snapshot
Robert Half
Company:
US-MN-St. Cloud
Location:
Full-Time/Part-Time
Employment Type:
Year
Pay Type:
N/A
Pay Rate:
Accounting, Finance, Professional Services
Store Type:

Description

Ref ID: 02480-0011509531

Classification: Portfolio Assistant

Compensation: $16.96 to $19.64 hourly

Accountemps is looking for a Client Services Manager. The Client Services Manager will work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications. The Client Service Manager is a licensed position (Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors. DUTIES AND RESPONSIBILITIES: -meet daily with advisor to coordinate advisor workflow and receive advisor work requests. -review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. -complete work requests and serve as the advisor’s workflow liaison with other staff. -handle service calls from clients, corporate office, or other professionals. -record all client communication and interaction in Contact Manager. -complete client investment transactions as directed by an advisor. -compose client correspondence (letters, memos, faxes, etc.) as requested. -resolve client issues and call client back when problem has been resolved. -involve advisor when needed to assist in client issue resolution process. -complete forms and applications following client appointments. -submit all new business applications and checks to the corporate office in a timely manner. -track all pending transfers of client assets and other transactions as needed. -clean-up Contact Manager Database of clients no longer active, etc. -follow-up for clients who have not scheduled their annual NaviPlan Review meetings. -complete other projects or duties as requested by primary financial advisor or other members of the firm.

Requirements

-have a working knowledge of basic computing. - proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook -able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. -able to work one on one with advisor in a time sensitive capacity. -have excellent oral and written communication skills. -have excellent interpersonal skills -flexibility to work in a changing environment -able to work effectively individually and with all team members -be detail-oriented and able to prioritize work -be able to work in an unstructured environment with critical time demands. -have excellent time management skills -maintain client and business confidentiality -have a high school diploma; with advanced training/education preferred -have one or more years' experience in financial planning business is desirable -hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired. Please send your resume to [Click Here to Email Your Resumé] or call us at 320-240-0008.

Accountemps, a Robert Half Company, matches highly skilled professionals with accounting finance jobs on a temporary and temporary-to-hire basis. From accounting clerks and bookeepers to accounts payable and staff accountants, we provide you with access to exciting career opportunities. Our personalized approach, innovative matching technology and global network with local market expertise help you find the legal opportunities that match your skills and priorities — fast. By working with us, you have access to challenging opportunities, competitive compensation and benefits, and training to enhance your skill sets.

From philanthropy to environmental stewardship to employee programs, Robert Half is proud to have an active role in the communities in which we live and work. Our company has appeared on FORTUNE’s “Most Admired Companies” list every year since 1998.

Download our mobile app to take your job search on the go!

Contact your local Accountemps office at 888.490.3195 or visit www.roberthalf.com/jobs/accountemps to apply for this job now or find out more about other job opportunities.

All applicants applying for U.S. job openings must be authorized to work in the United States. All applicants applying for Canadian job openings must be authorized to work in Canada.

© 2020 Accountemps. An Equal Opportunity Employer M/F/Disability/Veterans

By clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.

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Client Services Manager. Apply now