What are the responsibilities and job description for the Wealth Management Client Service Manager position at Nichols Wealth Partners?
The Wealth Management Client Service Manager will provide high-level administrative support to our clients and support Wealth Advisors with service and operational duties. This position is an integral part of the Wealth Advisor group as well as the Operations Team. They are responsible for ensuring all service and operational aspects of the client relationship and accounts are properly maintained. They will also ensure the effective operation of the office location. This role will often be the primary contact for client inquiries and account maintenance requests. They are organized, efficient, and detail-oriented in a fast-growing and fast-paced environment.
DUTIES AND RESPONSIBILITIES:
Specific duties include, but are not limited to:
• First in line to answer the phone utilizing exceptional client service
• Service client needs and requirements as determined through electronic and in-person client interaction
• File, scan, and organize documents
• Handle shipping/receiving of client and internal mail
• Maintain Salesforce data base – regular clean up
• Provide back-up and cross-training to the other Specialists.
• Proactively contact clients to enhance client relationship
• Complete onboarding paperwork for new clients
• Complete, submit, and monitor client servicing paperwork
• Greet clients and make them feel comfortable when visiting the office
• Maintain client and prospect information in our records database
• Assist clients, financial advisors and operations with client needs.
• Assist operations in day-to-day functions.
• Assist in developing processes and procedures that enhance accuracy and streamlines processes.
• Draft, review, or edit client correspondence for the Advisors, if needed.
• Perform general clerical and operational duties as assigned
• Complete special projects as assigned.
• Order office supplies, coordinate staff luncheons, offer clients refreshments; prepare coffee
• Coordinate calendars and schedule meetings for company CEO, oftentimes involving our clients and business partners
QUALIFICATIONS:
• Previous experience in similar role at RIA, Family office, Wealth Management firm
· Bachelor’s degree required
• Series 65 a plus
• Minimum of 3- 5 years of experience working in a professional office environment preferred.
• Embody mission, values and culture of the company
• Excellent follow-through skills
• Possess strong financial and analytic skills
• Able to work independently and take initiative
• Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.
• Familiarity with contact relationship management software, particularly salesforce, a plus.
• Excellent interpersonal and telephone skills.
• Excellent writing skills, organizational skills, and attention to detail.
• Excellent attitude and an extraordinary client service orientation.
• Ability to handle multiple tasks and operate on tight deadlines.
• Be adaptable
• Ability to thrive in a fast-paced environment
The employee is expected to adhere to all agency policies and to act as a role model in the adherence to agency policies.