What are the responsibilities and job description for the Client Services Manager (27385) position at Dahl Consulting?
Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Manager for a permanent role! Interested? Get more details below
- Worksite Location: St. Cloud, MN - onsite
- Note: Candidates must have the following licenses for consideration: SIE, Series 7, 66, & MN Life and Variable Annuity.
What you will do as the Client Services Manager:
- Scribe during client meetings
- Direct contact with advisors and clients
- Submit the annuity applications
- Complete and verify client investment transactions directed by an advisor
- Resolve client issues and call the client back when the problem has been resolved
- Call clients to request more information or discuss follow-up
- Provide stellar service to clients and remain focused on the overall client experience
- Review appointment schedule with an advisor and provide support for meeting preparation and follow-up
- Handle service calls and correspondence from clients, corporate offices, or other professionals.
- Record all client communications in the Client Relationship Management (CRM) system, for example, interactions, preferences, reporting, tracking, etc.
- Perform operational processing, including money movement, service requests, applications, check deposits, etc.
What you will bring to the role as the Client Services Manager:
- High school diploma
- Must have the following licenses: SIE, Series 7, 66, & MN Life and Variable Annuity
- Strong organizational and computer skills
- Attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor and company
- Ability to support compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
Salary : $52,000 - $60,000
