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    Client Service Manager - Madison, United States - Kestra Holdings

    Kestra Holdings
    Kestra Holdings Madison, United States

    2 weeks ago

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    Description
    The Team at Goldstein Advisors has helped clients and families grow and protect their wealth for more than 20 years. It has been our privilege to serve the Madison and southern Wisconsin community with personalized and comprehensive financial planning services that address every aspect of life. We put the collective experience, education, and talent of our highly credentialed team to work so we can help our clients plan, pursue, and achieve all their goals.

    The Client Service Manager is responsible for maintaining advisor and client files, generating client reports, contacting clients to provide or obtain updated information, scheduling meetings with professional staff, and troubleshooting. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

    ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must be able to perform each essential duty satisfactorily.
    • Create and manage client-related paperwork related to account opening, money movement, and other account maintenance tasks.
    • Respond promptly and professionally to incoming customer inquiries via phone, email, and in-person acting as a liaison to office and clients.
    • Provide excellent customer service establishing and maintaining good rapport with customers by using positive language and anticipating their needs.
    • Assist clients with account maintenance and maintain client information with our custodian, Charles Schwab, and CRM systems.
    • Scan and file all checks, documents, statements, client notes, etc with accuracy and readability.
    • Run reports for advisors as requested such as statements, tax documents, portfolio allocations, etc.
    • Provide direct administrative support to all advisors on daily tasks and special projects.
    KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:
    • Highly detail-oriented
    • Advanced organization skills
    • Ability to work in a fast-paced environment and change gears often
    • Passion for client interaction and specialized service
    • Demonstrated logical thinking and problem-solving skills
    • Ability to adapt to ever-changing compliance and industry regulations
    • Ability to work strategically and collaboratively across departments
    • Effective and action-oriented
    • Excellent communication skills
    • Familiarity with Microsoft Office Suite programs
    • Advanced Excel experience
    • Willingness to increase job/program knowledge through ongoing training
    SUPERVISORY RESPONSIBILITIES: Ability to supervise up to 3 other individuals.

    EDUCATION AND/OR EXPERIENCE:
    • High school diploma or equivalent
    • 3+ years of relevant work experience with a financial services firm
    CERTIFICATES, LICENSES, REGISTRATION: None although we would like a successful candidate to obtain the Chartered Retirement Planning Counselor (CRPC) designation within six months of starting. Holding other licenses or certifications a plus.

    BENEFITS:

    Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

    DISCLOSURE:

    By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:
    • You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
    • It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
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