33 Client Service Manager Jobs in Eatontown, NJ
ROCKDALE ASSOCIATES INC is Hiring a Client Service Manager Near Eatontown, NJ
Job Description
Position Description: Client Service Manager
About the Company
Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey. The 2 principal advisors each have over 40 years in the financial services industry. Our firm works primarily with individuals and businesses owners. Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning. See our site at www.RockAssets.com for more information.
Position Overview/Summary
The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [firm’s] clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files.
Position Responsibilities
> Interact daily with clients, process client requests and answer basic client inquiries in a timely manner.
Address inquiries to appropriate areas
> Proactively communicate with clients on a regular basis through a range of communications vehicles
> Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials
> Prepare balance sheets, investment allocation summaries, meeting agendas, charts, graphs and added services
> Schedule client and team meetings as required
> Discuss and organize follow-up steps with the advisors or firm principals after client meetings
> Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts
> Coordinate account transfers and obtains cost basis information for incoming assets
> Execute equity, fixed income, mutual fund and variable annuity transactions under the direction of the firm principal or advisors
> Review daily transaction reports to ensure accuracy of previous day activities
> Monitor client account activity including dollar cost averaging activity
> Verify cash balances for systematic withdrawal programs
> Generate and review monthly available cash report
> Maintain the client referral program by coordinating next steps and providing required advisor/principal support
> Manage all details of clients, prospects and vendors in CRM
> Populate and maintain accurate client data in client relationship management database, client fee billing and reporting systems
> Prepare fee invoices and monthly fee bill summary; coordinate compliance approval and payment for client accounts
> Ensure system backups are completed on routine basis
> Monitor continuing education requirements for advisors, principals and team members
> Order and maintain all supplies including forms, prospectuses and useful research information
> Coordinate mailings; process incoming mail
> Commit to continuous education and professional development to remain current in industry issues, CRM and financial planning software, including report and analysis preparation
> Foster an environment of open, honest and timely communications
> Ensure the mission statement, vision and core values of the firm are incorporated into the duties and responsibilities of the position
> Recruit, manage, train and motivate direct reporting staff/team according to company procedures, policy and employment law [if applicable]
> Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department
Required Skills and Experience
> Exceptional oral and written communication skills
> Excellent follow-up and follow-through capabilities
> Personable, approachable with a positive attitude
> Organized, meticulous, detail-oriented and able to multitask
> Able to interact well with sophisticated, high net worth clients and all employees
> Able to exercise good judgment by recognizing urgency and setting priorities
> Professional attitude, demeanor and appearance
> Able to work independently with good problem solving, mathematical and time management skills
> Comfortable with public speaking
> High degree of confidentiality and latitude
> Proficient with Windows based software, including MS Word, Excel, PowerPoint
> Knowledge of [CRM system], Morningstar and/or portfolio management software a plus
> 1 years of experience in the financial services industry, preferably with an investment management or advisory firm
> Work experience that demonstrates interpersonal and teamwork skills
Licenses
> Series 63 required/preferred
> Bachelor’s Degree [Finance or Accounting optional] from nationally-recognized institution
> GPA [3.XX] or higher preferred
Firm Benefits [Heath Insurance; Retirement plan; life insurance; dental; vision]
Company Description
Job Summary
Full Time
$109k-139k (estimate)
06/30/2024
07/13/2024
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.
