What are the responsibilities and job description for the Customer Operations Manager position at FirstFour Staffing?
FirstFour Staffing has partnered with a reputable organization that is seeking to add a Customer Operations Manager to their team in Mobile.
RESPONSIBILITIES:
- Act as the primary liaison between clients and the financial advisory team.
- Build and maintain strong relationships with high-net-worth individuals, families, and business clients.
- Address client inquiries, concerns, and service requests promptly and professionally.
- Ensure clients are informed of portfolio updates, financial plans, and relevant market insights.
- Assist in onboarding new clients, including documentation, compliance requirements, and account setup.
- Manage and train new employees, produce performance reviews, provide disciplinary action if needed.
- Monitor client accounts for updates, renewals, and required actions.
- Ensure timely and accurate execution of client requests, including asset transfers, withdrawals, and reporting.
- Work closely with financial advisors to prepare client reports, presentations, and reviews.
- Assist in gathering financial data, preparing investment summaries, and ensuring accuracy in client records.
- Support the development of personalized financial plans and wealth management strategies.
- Develop and implement client engagement strategies to enhance satisfaction and retention.
- Organize client appreciation events, educational seminars, and networking opportunities.
- Conduct periodic client check-ins to assess satisfaction and identify service improvements.
- Ensure all client interactions and transactions comply with regulatory requirements and company policies.
- Maintain accurate and up-to-date client records in CRM and portfolio management systems.
- Assist in preparing compliance documentation and responding to audit requests.
REQUIREMENTS:
- Education: Bachelor’s degree in Finance, Business, or a related field.
- Experience: 3 years in client service, relationship management, or office management.
- Proficiency in CRM software, Microsoft Office Suite, and o
- Strong communication and interpersonal skills.
- Ability to manage multiple client relationships with professionalism and discretion.
- Detail-oriented with excellent problem-solving abilities.
- Experience working with high-net-worth clients and estate planning strategies
Salary : $55,000 - $65,000
