What are the responsibilities and job description for the Client Service Manager position at Harbor Group?
Founded in 1981, Harbor Group specializes in multi-dimensional financial planning and wealth management for families and individuals. The firm is currently looking for a motivated individual to join the team as a Client Service Manager (CSM). This individual will play an essential role in ensuring a satisfying client experience through excellent client care and service. The CSM position is an ideal role for those who enjoy a team-based environment, are dedicated to client success, and strive for continued excellence.
Your Role on the Team
- Prepare and process requirements for account maintenance, such as wires, check requests, transfers, new applications, and account update forms
- Monitor outstanding client transfers, verify transactions, and provide continual status updates to clients
- Input and maintain accurate client information in all appropriate databases and software applications
- Compile reports and additional information for advisor review, and contributes to meeting preparation
- Answers phone calls, ensure client messages are communicated to the appropriate advisor(s) and follows up with clients, when appropriate
- Schedule client appointments and manage calendars for advisors
- Collaborate with other team members to complete client related projects
- Develop trusting relationships with clients through effective communication
- Provide backup support for other client service managers
The Expertise You Bring
- Strong relationship-building and communication skills, both written and verbal
- Exceptional attention to detail and multitasking abilities
- Experience working collaboratively in a team environment
- Proficiency in Microsoft Office Suite
- Bachelor’s degree and 1-3 years of professional experience preferred
- Willing to go above and beyond to provide our clients with exceptional service
- Being an enthusiastic, empowered, motivated, and confident team player
Our Investment in You
- Competitive salary and performance-based bonus
- Comprehensive benefits: medical, dental, vision insurance; 401(k) with profit-sharing; short and long-term disability; life insurance; paid maternity and paternity leave
- Paid time off
- On-site gym facilities
Ready to Join Us?
Interested candidates should send their cover letter and résumé to jobs@harborgroup.com.
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- On-site gym
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Schedule:
- Monday to Friday
Experience:
- Customer service: 2 years (Preferred)
Ability to Commute:
- Bedford, NH 03110 (Required)
Ability to Relocate:
- Bedford, NH 03110: Relocate before starting work (Required)
Work Location: Hybrid remote in Bedford, NH 03110
Salary : $55,000 - $75,000
