119 Client Service Manager Jobs in Columbia, MD
Carson Group is Hiring a Client Service Manager Near Columbia, MD
We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.
Who We WantThe role of the Client Service Manager is to provide on-going service and support to clients that exceeds expectations. This role will also support one or more Advisors and become their “right hand” when it comes to the client relationship. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts accurately and timely. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Manager must be able to professionally manage multiple projects and will be responsible for each project’s objectives and oversee quality control. We see this role as an extension of our Advisors and want all stakeholders to take great pride in the support to our clients.
What To Expect
- Service Advisors and clients with white glove support and communication
- Maintain accurate and complete client information in the database
- Takes ownership of asset transfers to ensure seamless and timely delivery
- Works closely with Advisors to ensure compliance of periodic client reviews
- Prepare paperwork to maintain client accounts to the specifications requested by the Advisor
- Complete accurate and timely movements of assets per the request of the Advisor or client
- Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders
- Effectively understand and be able to communicate project expectations to team members and management in a timely and clear fashion
- Assist in developing processes and procedures that enhance accuracy and streamline processes
- Assist in setting and continually meeting project expectations with team members and management
- Completes tasks and responsibilities to appropriate team members as needed
- Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, SalesForce, etc) preferred
- Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
- Strong desire for research and problem solving
- Unwavering attention to details
- Natural desire and curiosity to learn
- Ability to compile statistics and reports
- Exceptional planning and organizational skills
- Project and time management skills
- Manage multiple projects with precision and pride
- Excellent written and verbal communication skills
- Strong desire for continual personal and professional growth
- Bachelor’s degree in business administration, accounting, finance, or similar field of study preferred
- 5 years of experience in the financial or banking industry preferred
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.
Job Summary
Full Time
Business Services
$91k-118k (estimate)
05/26/2024
11/20/2024
carsongroup.com
OMAHA, NE
200 - 500
2011
Private
RON CARSON
$50M - $200M
Business Services
Related Companies
About Carson Group
Carson Group is a Nebraska-based firm that provides services such as marketing, investment strategies, succession planning and coaching for financial advisors and investors.
The job skills required for Client Service Manager include Client Service, Problem Solving, Collaboration, Microsoft Office, Time Management, Salesforce, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Service Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Service Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Service Manager positions, which can be used as a reference in future career path planning. As a Client Service Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Service Manager. You can explore the career advancement for a Client Service Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.
02/12/2022: Kingsport, TN
Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.
01/27/2022: Knoxville, TN
Client service managers oversee the hiring, orienting, and training of staff for the department.
03/15/2022: Chicago, IL
Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.
03/18/2022: Monterey, CA
An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
01/19/2022: Pascagoula, MS
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
03/17/2022: Trenton, NJ
Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
01/21/2022: Washington, DC
Build a strong commitment and resolve to deliver exceptional customer service.
02/15/2022: Grand Forks, ND
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
02/02/2022: Bangor, ME
Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
01/28/2022: Fresno, CA
Step 3: View the best colleges and universities for Client Service Manager.
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