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Client Services Manager

Dahl Consulting
St. Cloud, MN Full Time
POSTED ON 3/8/2025
AVAILABLE BEFORE 6/4/2025

Job Description

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
  • Salary Range : $52,000-80,000
  • 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

    • Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we've reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.

    As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!

    Our partner company offers a comprehensive benefits package to eligible employees that includes medical, life, dental, and vision insurance coverages, as well as a 401(k)-retirement plan with employer matching contributions.

    BP.Indeed

    Dahl Consulting is proud to offer a comprehensive benefits package to eligible contract employees that will allow you to choose the best coverage to meet your family's needs. For details, please review our Benefits Summary : www.dahlconsulting.com / benefits-w2fta.

    Dahl Consulting is an Equal Opportunity Employer and does not discriminate in employment on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other applicable legally protected characteristics.

    Review DAHL & earn up to $100 | www.dahlconsulting.com / review-us

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    Salary : $52,000 - $80,000

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