Client Service Manager

This Client Service Manager role provides overall support to the advisor of Retirement Designs in the Brainerd Lakes area. We are seeking an outstanding individual for this position. This fast-paced position requires excellent attention to detail and organization skills, as well as the ability to take the client service processes to the next level of effectiveness and efficiency. The ideal candidate will be a driven individual who wants to be part of achieving goals as well as providing an upbeat client experience in a team environment.

This position is an in-office, 32-40 hours/week role, M-Th/F. Salary to be determined based on experience and qualifications.

Job duties include but are not limited to:

• Handle incoming telephone calls and respond to requests for information
• Create written communications to be reviewed by Advisor then sent to client
• Conduct research or gather information that will be used in client meetings
• Obtain information from clients
• Maintain office equipment and handle any technology concerns
• Ability to foster relationships with existing and new clients
• Perform routing administrative duties such as maintaining office supplies and processing mail
• Prepare or coordinate the preparation of routine correspondence, reports, and special projects typically of a routing nature
• Support projects, administration of various programs, and processing functions as needed
• Participate and drive marketing services including direct-mail, fraternal activities, seminars and meetings
• Drive client facing activity in the practice by scheduling meetings with clients
• Update the contact management system with client contact and preference information
• Assist Tara, the financial advisor, in the preparation and follow-up for the client meetings such as; new account paperwork, service requests, tracking all transactions and sales opportunities
• Track practice expenses and oversee the practice bill paying
• Managing social media and marketing
• Overseeing compliance needs regarding the Financial Advisor’s licensing and office needs
• Follow proper confidentiality practices at all times
• Provide back-up support on tasks for other staff members, if needed
• Participate in the business planning process
• Complete other miscellaneous tasks as assigned

POSITION QUALIFICATIONS

• Insurance and investment licenses preferred or open to completing
• Previous administrative/secretarial experience
• Highly organized and detail oriented
• Strong communication skills
• Works extremely well independently as well as collaborating with a team and willing to take direction and input from team members
• Strong time management skills and knowing how to prioritize the tasks
• Welcomes and expects change and desires to work in a fast-paced, efficient and high-performing environment
• Open minded and coachable
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Office, Canva, CMS)
• Ability to handle multiple tasks and maintain a high quality of work while experience frequent interruptions
• Finishes what they start, adheres to deadlines and excellent at prioritizing
• Ability to maintain integrity of sensitive/confidential information

As part of our recruiting/hiring/contracting process, a verification of a candidate’s background will be made to complete the hiring/contracting process. In addition, fingerprints will be taken for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

Job Types: Full-time, Part-time

Pay: $45,000.00 - $75,000.00 per year

Benefits:

• Flexible schedule
• Paid time off

Schedule:

• 8 hour shift

Experience:

• Microsoft Office: 1 year (Preferred)
• Administrative experience: 1 year (Preferred)

Ability to Relocate:

• Brainerd, MN 56401: Relocate before starting work (Required)

Work Location: In person