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Framingham

    Client Service Manager - Framingham, United States - Incendia Partners

    Incendia Partners
    Incendia Partners Framingham, United States

    3 weeks ago

    Default job background
    Description

    Email Phone Address 161 Worcester Rd, Suite 400

    Framingham, MA 01701 **Client Service Manager**

    Category Customer Service

    Location Midlothian, Virginia

    Type Direct hire

    **Client Service Manager (Investments/Retirement/Insurance)**

    Our client is one of the nation's leading agencies within the Principal Securities umbrella of companies, providing business and individual clients with investment, retirement, and insurance solutions. Due to the success of the business the team is growing

    Opportunity & Benefits:

    Opportunity to work very closely with and learn the business from the Managing Partner

    Tight-knit team working collaboratively together

    Great boss who is kind, compassionate, ethical, and fun

    The role is a "green field" where you help to create processes and procedures giving you the opportunity to serve clients in your own style

    Highly flexible working arrangements

    Unlimited vacation time

    Responsibilities:

    Participate in the development of a more formalized Client Service Model.

    In-bound and out-bound customer service calls with existing clients

    Outbound calls to existing customers to schedule annual & quarterly review meetings with their Financial Representative

    Submitting applications and other paperwork while ensuring accuracy and compliance

    Other duties as assigned.

    Desired Skills & Experience

    3+ years of financial services experience specifically 401k, 403b, IRAs, Pension Plans, ESOPs, Employee Benefits, mutual funds, annuities, etc.

    Series 6, 7, 63, 65 and/or 66 licenses strongly preferred

    Outstanding communication skills and a desire to provide outstanding customer service

    Must be detail-oriented and have a strong focus on accuracy and compliance

    Bachelor's degree preferred

    #ZR

    #LI-CL1

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    Chris Lynch Partner

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