What are the responsibilities and job description for the Client Services Director position at Staff Financial Group?
Make sure to read the full description below, and please apply immediately if you are confident you meet all the requirements.
Client Services Director - Financial Services Industry
Duties include the following :
- Develop and implement educational programs to instruct clients on important topics including the market and economy
- Create standard, branded client documents to support the client lifecycle (onboarding, data gathering, annual review, etc.)
- Develop marketing plans and manage marketing projects to build business with target households, based upon available resources
- Assist financial advisor in identifying, targeting, and developing relationships with centers of influence such as tax preparers and attorneys
- Create, proofread, edit professional presentations for client use
- Define social media approach; create and deliver social media content
- Create client service schedule for each client to ensure proper attention is given to each household based upon their target level of service
- Assist current Client Service Associate as needed to provide service solutions to existing clients (open new accounts, change address, process distributions, etc.)
- Manage calendar and travel on a weekly basis
- Receive cross-training and assist with other operational functions as required
Additional Skills and Requirements :
Base salary 42k-45k plus bonuses.
If you are interested please send your resume to Andree@Stafffinancial.com for immediate consideration.
Click here to apply online
J-18808-Ljbffr
