Client Service Manager & Communication Coordinator

KEATING

Client Service Manager & Communication Coordinator

Job Summary

The dual role of Client Service Manager for the Bettie Zimmerman team and Communication Coordinator for the Laura Warta team contributes a multi-faceted business acumen to develop and manage new projects and ongoing processes for marketing, sales, client service, and client loyalty. They will organize and drive the consistent delivery of a high-quality front stage prospect and client experience and manage the back-stage client service processes and projects needed to ensure great communication, coordination, and delivery to clients and colleagues. They will also serve as the strategic assistant to the financial advisors, overseeing the successful planning of advisor time. This role requires a confident, resourceful, process-driven individual with a high level of soft skills when working with clients from various industries and backgrounds.

The Client Service Manager & Communication Coordinator reports to the Growth Development Manager. This position is non-exempt and is located onsite in our Manhattan office.

Responsibilities include, and are not limited to:

• Manage the advisor calendar, including scheduling client meetings for both advisor teams and managing the scheduling of all calendar events for the lead advisors
• Build and maintain advisor brand and image for Bettie Zimmerman team
• Manage advisor team social media accounts, creating and posting content
• Maintain up to date data in the CRM systems, allowing for prospective client tracking and client due diligence.
• Coordinate and facilitate execution of client events
• Create, implement, and support efficient processes that enable task coordination & completion among team members on Bettie Zimmerman team
• As CSM, turn entrepreneurial ideas into actionable plans
• Track and execute existing and future team projects including objectives, timelines, and tasks
• Track and report on team metrics.
• As CSM, facilitate team meetings
• Research and support team adoption of new technology
• Prepare conference room technology and refreshments as requested.
• Send out and track client communication such as letters and mass emails
• Assisting advisors with digital and email filing as requested.
• Tracking continuing education needs and registrations for advisors
• Assisting with contract signings.
• Other duties as assigned, as applicable to advisor team needs, to include administrative and/or reception support
  
  

Desired skills include, but are not limited to:

• Strong ability to communicate effectively and efficiently via email, phone, and in person
• Creativity in marketing to clients and prospects
• Self-driven to take ownership of projects
• Eager to bring improvement ideas to existing team methods
• High level of consistency in work
• High level of follow-through for advisor team and clients
• High level of soft skills
• Lifelong learner
  
  

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