RemX The Workforce Experts R

Client Services Manager - Financial Services

Found in: Jooble US

Description:
Job Description Our Client:
This client is a successful and growing wealth management advisory firm.

Here is an excellent chance to join a company that is known for taking care of its employees with competitive compensation, an excellent benefits package, 401K, and a family first environment.

This is a full-time, direct hire opportunity.

Who We're Looking For:
You are an accomplished Client Service Manager with a background in finance and asset management.

You will report directly to the president of the firm and work hand in hand with the other Client Service Managers.

You will bring a working knowledge of basic investment management as well as excellent client support skills.

You understand how to assist clients with their deposits & withdrawals, minimum distributions, money movement, asset transfers, beneficiary changes and account registrations.

How You'll Make an Impact:

Your strong finance and analytical skills, coupled with superb interpersonal communication, will help clients stay informed on various aspects of their wealth management portfolios.

You are skilled at assisting clients with trading and rebalancing their accounts utilizing custodial platforms such as Schwab and Fidelity.

You will also prepare information and comparisons by planner and ensure all compliance paperwork is in order.

Someone who really enjoys finance and wealth management, is very customer focused, and is highly detailed-oriented will feel right at home in this role.

What to Expect as a Client Service Manager:
Client Service Responsibilities:
Handle client service requests involving various aspects of account maintenance & transactions.

This would include deposits & withdrawals, required minimum distributions, money movement, additional asset transfers, updating general client information, beneficiary changes & account registrations.

Assist with trading and rebalancing of client investment accounts. Place equity, mutual fund and fixed income trades for brokerage clients at custodian.
Maintain and work with the custodial platforms:
Schwab Institutional & Fidelity Wealthscape as well as Junxure CRM and Morningstar Office portfolio management system.

Support special projects related to compliance, IT, and data management Financial Support Responsibilities:

Research independently and with the Financial Analyst to identify suitable solutions to meet client's needs Prepare information/comparisons for analysis by planner Ensure all compliance paperwork is in order Make changes to clients' investments Implement investment strategies under the direction of the Financial Planner Provide report generation and support in preparation for client portfolio review meetings Qualifications for Success: BA or BS degree in Finance, Business Management, or a related field required Strong financial and analytical skills A proven record of providing outstanding customer support Clear and concise verbal and written communication skills Ability to identify, meet and follow through with client needs and requirements with a laser focus on details and time management Must be a self-starter, problem solver and a goal-oriented team player with a 'no job is beneath me' attitude and a willingness to learn Above average knowledge of Microsoft Excel and Word is a must Knowledge of Fidelity & Schwab platforms a plus Company Description Founded in 2002, RemX Specialty Staffing is a perfect combination of a boutique agency, meeting our client's specific needs nimbly and with customized solutions, and an industry powerhouse that has the weight of a top 10 industry leader behind it.

Part of the EmployBridge Family of Companies, RemX is able to offer robust staffing solutions and cutting-edge technology while maintaining the white-glove service approach that the company was founded on.

calendar_today 6 days ago



location_on New Hope, United States

work RemX The Workforce Experts

Apply:
I expressly authorise the Terms and Conditions

Similar jobs

  • R R

    Client Service Manager - Financial Services

    Our Client: · This client is a successful and growing wealth management advisory firm. Here is an excellent chance to ...

    RemX Specialty Staffing - New Hope - Whatjobs US Premium

  • R R

    Client Service Manager - Financial Services

    Our Client: · This client is a successful and growing wealth management advisory firm. Here is an excellent chance to j ...

    RemX Specialty Staffing - New Hope - Appcast US Premium

  • R R

    Client Services Manager

    Our Client: · ? · This client is a successful and growing wealth management advisory firm. Here is an excellent chan ...

    RemX | The Workforce Experts - New Hope - Whatjobs US Premium

  • U U

    Veterinary Client Service Representative

    Company Overview · New Hope Veterinary Hospital is a full-service animal hospital and welcomes both emergency treatment ...

    United Veterinary Care - New Hope - Whatjobs US Premium

  • U U

    Veterinary Client Service Representative

    Company Overview · New Hope Veterinary Hospital is a full-service animal hospital and welcomes both emergency treatment ...

    United Veterinary Care - New Hope - Appcast US Premium