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    Client Experience Manager - Grand Rapids, United States - Drake & Associates Ltd

    Drake & Associates Ltd
    Drake & Associates Ltd Grand Rapids, United States

    2 weeks ago

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    Description

    Client Experience Manager

    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning firm, Drake & Associates, headquartered in Waukesha, WI is looking for a strong Client Experience Manager for our newly opened Grand Rapids, MI location. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior administrative skills, a strong work ethic, attention to detail and enjoy working directly with clients daily. If you are seeking an amazing career opportunity in a fast-paced environment, please apply today

    Minimum Requirements:

    2+ years of office experience in a fast-paced environment

    Financial Industry experience preferred, but not required

    Intermediate to advanced skills with Google/MS Office Suite, specifically Google Calendar

    Desire to obtain long-term employment

    This position requires that you possess the following skills:

    Ability to prioritize projects and manage time

    Savvy customer service to include excellent communication both verbal and written

    Strong follow-through

    Good-natured, positive attitude

    Ability to demonstrate persistence to achieve quality

    Responsibilities:

    Assisting the Financial Advisor in managing the branch office to exceed client and regulatory expectations include:

    Answer phones & greet clients in a friendly, positive and warm manner

    Be the 1st point of contact for prospects and clients

    Maintain office supplies and out-going correspondence

    Assist clients with issues and concerns

    Build and improve upon client relationships

    Assist with client inquiries regarding their account

    Set appointments with prospect & clients & assist Advisor with calendar management

    Pre-appointment preparation including compiling account summaries

    Maintain office filing system; both paper and electronic

    Complete & process new client applications

    Record notes from client conversations

    Assist with various marketing objectives

    Other industry-specific tasks as needed

    Salary

    $60,000 - $80,000 BOE

    Money for Nothing

    Three weeks paid time-off each year available on hire date

    Additional Days Off

    When we meet our goals, we prefer to give employees extra days off

    Flexibility and in a non-client facing role, kids sick, work from home. We aim to embrace flexibility in the crazy times we live in

    Retirement

    We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $23,000 and get a 3% match on top of that. Are you 50+? You can contribute $30,500 in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,000 per year if under 50 and $8,000 if 50+. We know a lot about money, its what we do

    Lets Stay Healthy

    Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.

    Hungry?

    Free Lunches provided for weekly team building

    Free coffee (Nespresso), tea, sodas, water, and hot cocoa all on-site

    Want To Lend a Hand?

    We support local charities financially and with paid time off to volunteer Use The Force, Luke Mentorship is part of the deal, we want to help you as a person, not just as an employee.

    How Do I Get There?

    We are located at 4095 Embassy Drive SE, Suite A in Grand Rapids, MI

    Wow, Youre Smart

    Well pay for you to obtain your life insurance license; health insurance license and Series 65 securities registration and we will even pay for your Certified Financial Planner designation

    Want to get your CPA license? Lets do it

    Lets have fun

    Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party

    Paid-for Annual Trips

    Company hits our goals, let's all travel together

    Presented by Advisor Employee Services Thank you for your interest in the Client Experience Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today

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