What are the responsibilities and job description for the Financial Services Coordinator position at Silver Spring Wealth Management - Northwestern Mutual?
Silver Spring Wealth Management - Northwestern Mutual is seeking a highly motivated and experienced Client Relationship Manager/Office Manager to join our team. As a key member of our staff, you will be responsible for managing client relationships, leading office operations, and contributing to the growth and success of our organization.
In this role, you will have the opportunity to develop and implement strategies to improve client satisfaction and loyalty, while also driving business growth and profitability. Your excellent communication and interpersonal skills will enable you to build strong relationships with clients, colleagues, and other stakeholders.
About the Company
- We strive to empower individuals and families to achieve their financial goals
- We provide comprehensive financial plans and tailored solutions to meet the unique needs of each client
- We are committed to delivering exceptional client service and building long-term relationships
Responsibilities
- Develop and implement client relationship strategies to drive growth and retention
- Manage office operations, including administrative tasks and budgeting
- Collaborate with the team to identify opportunities for improvement and growth
- Stay up-to-date with industry developments and best practices in financial services
