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The Company:
Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members. Merit seeks to establish, educate, and help individuals reach their financial goals as they transition into and experience retirement. With an unswerving commitment to excellence and reliability, Merit provides objective financial advice and believes in establishing long-lasting relationships. By offering an array of services, clients can receive tailored solutions that promote growth and help them achieve financial goals.
Merit believes in addressing the retirement challenges in America by helping clients reach financial freedom and confidence to the working population and retirees alike. This focus on comprehensive financial wellness enables us to deliver the ultimate client experience.
Headquartered in Alpharetta, GA, with 53 locations across the country, Merit balances tactical advice with innovative strategy. Our 250 plus hardworking employees are leaders rooted in humility and we are poised to grow. Merit is a multi-generational firm with a foundation built around servant leadership and total team leadership. We have been recognized as a “Best Places to Work” by InvestmentNews and have made the fastest growing companies list in both INC 5000 and Georgia’s Fastest 40. As we expand and work to bring our relationship-driven approach to the financial industry, we are looking for the right individuals to join our team.
Position Purpose
The Client Service Manager is a key role that ensures excellence in customer service. This person manages client interactions and maintains the highest level of confidentiality and discretion in all business matters to complete appropriate paperwork in a professional and timely manner.
Responsibilities
Requirements:
Salary Benefits
Best Places To Work for Financial Advisors 2018-2024: Best Places to Work for Financial Advisors 2018, 2019, 2020, 2021, 2022, 2023, & 2024 – Recognized firms were required to be a registered investment advisor (RIA) that has been in business at least one year and having a minimum of 15 full-time/part-time employees. The assessment consisted of a questionnaire on benefits and policies completed by human resources staff along with an engagement & satisfaction survey completed by a minimum of 40% of staff. 50 firms were selected for this award from an undisclosed list of submissions. There was no charge to be included in this award listing.
Georgia Fast 40 2019 and 2022: The Georgia Fast 40 for 2019 and 2022 was awarded by the Atlanta Chapter of the Association for Corporate Growth. To be eligible companies must be for profit and headquartered in Georgia and the most recent year-end revenues ranging from $15 million to $500 million and have three years of verifiable revenue and employment growth.
Inc 5000 2019, 2020, 2021, & 2022: The Wilshire 5000 Total Market Index, which consists of more than 5000 companies, represents virtually all of the capitalization of the entire U.S. stock market.
Full Time
$88k-114k (estimate)
09/01/2024
09/28/2024
matchstick-staffing.com
Houston, TX
<25
The job skills required for Client Services Manager include Client Service, Scheduling, Time Management, Salesforce, Verbal Communication, Financial Services, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services 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 Services Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services 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 Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Services 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 Services Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Manager job description and responsibilities
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.
02/16/2022: Shreveport, LA
They also ensure unsatisfied clients are compensated with free services, products, or discounts.
02/28/2022: Tucson, AZ
Client service managers oversee the hiring, orienting, and training of staff for the department.
01/16/2022: Yakima, WA
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.
01/18/2022: Colorado Springs, CO
They develop policies and regulations necessary for ensuring client satisfaction.
03/08/2022: Poughkeepsie, NY
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 Services Manager jobs
Should be excellent communicators capable of leading a team.
02/21/2022: Utica, NY
Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.
02/12/2022: York, PA
As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/02/2022: Canton, OH
Mastermind creative ways to deliver an exceptional client experience.
02/15/2022: Portland, ME
Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.
02/25/2022: New Haven, CT
Step 3: View the best colleges and universities for Client Services Manager.