Ref ID: 02480-0010799458
Classification: Portfolio Assistant
Compensation: $14.25 to $16.50 per hour
We are 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. I. DUTIES AND RESPONSIBILITIES THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. meet daily with advisor to coordinate advisor workflow and receive advisor work requests. B. review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor. C. complete work requests and serve as the advisor?s workflow liaison with other staff. D. handle service calls from clients, corporate office, or other professionals. E. record all client communication and interaction in Contact Manager. F. complete client investment transactions as directed by an advisor. G. compose client correspondence (letters, memos, faxes, etc.) as requested. H. resolve client issues and call client back when problem has been resolved. I. involve advisor when needed to assist in client issue resolution process. J. complete forms and applications following client appointments. K. submit all new business applications and checks to the corporate office in a timely manner. L. track all pending transfers of client assets and other transactions as needed. M. clean-up Contact Manager Database of clients no longer active, etc. N. follow-up for clients who have not scheduled their annual NaviPlan Review meetings. O. complete other projects or duties as requested by primary financial advisor or other members of the firm. I. SKILLS AND EDUCATIONAL REQUIREMENTS THE CLIENT SERVICE MANAGER/CLIENT SERVICE COORDINATOR SHALL: A. have a working knowledge of basic computing. B. be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook C. be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs. D. be able to work one on one with advisor in a time sensitive capacity. E. have excellent oral and written communication skills. F. have excellent interpersonal skills G. flexibility to work in a changing environment H. be able to work effectively individually and with all team members I. be detail-oriented and able to prioritize work J. be able to work in an unstructured environment with critical time demands. K. have excellent time management skills L. maintain client and business confidentiality M. have a high school diploma; with advanced training/education preferred N. have one or more years' experience in financial planning business is desirable O. hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.