What are the responsibilities and job description for the Client Service Manager position at Prairie Hills Financial Group?
1) Provide client relationship support that includes:
- Managing, gathering, and analyzing client data
- Helping prepare financial plans and client deliverables
- Working with clients to resolve issues
2) Design & Execute client service projects for individual PHFG clients, generally resulting from an interaction between a PHFG Financial Advisor and his/her client. Such projects can include one, or any multiple combination, of the following individual tasks:
- Trades & money movement
- Preparation, assembly & mailing of written communications, and forms
- Receiving, Scanning, and depositing client checks into financial accounts
- Tracking, receiving, filing, storing of incoming information from clients
- Updating client files and planning software with new information
- Drafting emails, letters, and other client communications on behalf of PHFG Advisors for review
- Drafting and/or executing text messages to clients through the Hearsay app
- Scheduling calls, meetings, activities & tasks for PHFG Financial Advisors
- Conducting calls and other communications directly with clients
- Preparing materials for meetings
3) Take calls from PHFG clients when requested PHFG Financial Advisor is unavailable. PHFG clients should receive a high level of attention and care when being assisted by a PHFG staff member. This may require:
- Receiving compliant verbal authorizations for trades, money movements, cash requests, and other transactions, which require a license, from clients and follow through with the proper follow up such as: Executing the approved orders; drafting notes to log details from conversations; and updating next steps in the appropriate project
4) Communicate effectively with support staff in order to provide the best level of service for PHFG clients
All duties and responsibilities should be handled compliantly and according to PHFG processes.
Job Type: Full-time
Benefits:
- 401(k) matching
- Dental insurance
- Paid time off
- Vision insurance
Schedule:
- Monday to Friday
Ability to Commute:
- Wichita, KS 67206 (Required)
Ability to Relocate:
- Wichita, KS 67206: Relocate before starting work (Preferred)
Work Location: In person
