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Client Service Manager - Harrisburg, United States - Aesplacement
1 week ago
Description
**Position:** Client Service Manager - Financial Firm - Harrisburg, PA **Location:** Harrisburg, PA
**Job Id:** 1910 **# of Openings:** 1 Client Service Manager
The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
Job Description
The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, prepping the main advisor for his/her review meetings and preparing issued accounts for delivery.
Minimum Requirements:
Associates Degree preferred
Financial Industry experience required L & H licensing preferred or willing to obtain within 90 days of employment
2 + years working alongside a Financial Advisor in a fast-paced office environment preferred
Experience with MS Office Suite and the ability to learn new software quickly
This position requires that you possess the following skills:
Strong organizational skills
Excellent communication both written and verbal
Attention to detail and accuracy
Proactive Management Style and consistent follow-through
Responsibilities/Tasks:
This Client Service Manager will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:
Handle incoming calls from clients
Proactively communicate with clients on issues and obtain/present solutions to those issue and respond to client
emails and voicemails within the same day
Prepare client paperwork for account establishment (application, transfer paperwork) and maintenance
(withdrawals, RMDs, beneficiary change & etc.)
Proactively track new account funding and process all checks and securities received
Handle client checks, wire transfer requests and follow through to completion
Provide effective cash management services for client accounts
Perform all account research as necessary update client information
Prepare all paperwork and reports required for client meetings while maintaining all compliance files and logs
Organize and maintain all client files
Develop a comprehensive understanding of investment programs that are being utilized
Salary Base - $44,000 plus Bonus Incentives
Presented by Advisor Employee Services
Thank you for your interest in the Client Service Manager role. Advisor Employee Services, a consulting firm located in Overland Park, 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
Apply for this Position
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