Client Services Manager

Financial Advisor Service ManagerFinancial Pro SearchSaint Louis, MO, USA

• Employment TypeFull-Time
• Benefits OfferedMedical, Retirement
• Compensation$50,000 to $80,000

Why Work Here?

Growing Wealth Management firm with opportunities for advancement

St. Louis based , centrally located Wealth Management , Registered Investment Advisor, is looking for highly motivated, resourceful and mature candidate for the position of Client Service Manager. This is an entry level position with opportunities for advancement.

This is a salaried position with bonus potential . This is not a sales position. This position may lead to Operations or Financial Advisor Career tracks. CFP Candidate is desirable but not required.

Hours are reasonable ,salary competitive based on qualifications and experience . Benefits are negotiable and customized based on needs and preference .

Responsibilities and Duties

The Client Service Manager is our firm’s primary contact specialist for our clients.

Responsibilities include:

· Initial point of contact for all client inquires

· Maintain a professional image and superior client service attitude

· Meet and maintain compliance industry standards to retain all client records and documentation by using a variety of internal systems, Excel, Outlook, and Client Relation Management System

· Serves as primary point of contact with third party vendors and work to maintain all dealings with those vendors

· Manage client billing and audit systems * Prepares and consolidates all client presentation materials including modifying portfolio management software to meet the specific criteria of each individual client

· Maintains and keeps company website up-to-date and any other internal systems

· Coordinates client events and functions

· Follows-up on client interactions

· Handles and resolves client requests within a timely manner

· Explains and trains clients on how to utilize client information resources

· Assists in the process to on board new clients including all paperwork, implementation, and follow-up

· Adheres to the strictest of confidentiality standards in all client and firm dealings

Qualifications and Skills

Expectation of Candidate Hired:

A general understanding of finance/accounting or general business, superior speaking, writing and technical skills. The mature individual should be a self-starter and able to work independently without constant contact with others. The candidate should be task oriented with a strong ability to multi-task.

Requirements:

· The candidate should be able to start training immediately on part /full time basis matriculating to a full-time position after being successfully trained in 30-60 days.

· Recent or existing Bachelor Degree in Finance, or Business Major.; will consider Bachelor of Arts.

· Proficient in Microsoft Excel, Word, Outlook.

· Excellent communication skills that leads to building a professional service relationship with clients.

· Ability to organize and administer information and follow through with details.

Job Type: Full-time

About Financial Pro Search:

Registered Investment Advisor centrally located in St. Louis Mo.

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Client services: 1 year (Required)

Ability to Commute:

• St. Louis, MO 63119 (Required)

Ability to Relocate:

• St. Louis, MO 63119: Relocate before starting work (Required)

Work Location: In person

Salary : $50,000 - $80,000