Demo

Client Support Manager

The Heritage Team
Southbury, CT Full Time
POSTED ON 3/12/2025
AVAILABLE BEFORE 4/9/2025

About Us

The Heritage Team is a dedicated financial planning practice that values exceptional service and personalized support. We are seeking a highly organized and proactive Client Operations Manager to join our team and provide critical administrative and client-facing support in our office.

This is an excellent opportunity for a detail-oriented, client-focused professional with a background in customer service, hospitality, or administrative support. You will thrive in a fast-paced environment and enjoy working both independently and collaboratively to ensure seamless operations.

  • Responsibilities:
  • Client on-boarding and new business submission and processing
  • Preparing, sending, and filing necessary documents for client accounts
  • Maintaining current client relationships and assisting with client outreach
  • Assisting clients with service requests
  • Working with advisors in generating proposals and other new business-related documents
  • Overseeing the new business process and account setup from start to finish
  • FOLLOWING UP WITH CLIENTS VIA PHONE, EMAIL, AND TEXT REGARDING ACCOUNT-RELATED INFORMATION
  • Working with outside companies to ensure account transfers are completed quickly and efficiently
  • FOLLOWING UP ON OUTSTANDING NEW BUSINESS AND SERVICE REQUESTS TO ENSURE THEY ARE COMPLETED
  • Assisting with document gathering and data entry during the financial planning process
  • Handling incoming client emails and phone calls to provide exceptional service
  • Processing checks and assisting with compliance-related duties
  • General data entry and record-keeping

If your compensation planning software is too rigid to deploy winning incentive strategies, it’s time to find an adaptable solution. Compensation Planning
Enhance your organization's compensation strategy with salary data sets that HR and team managers can use to pay your staff right. Surveys & Data Sets

What is the career path for a Client Support Manager?

Sign up to receive alerts about other jobs on the Client Support Manager career path by checking the boxes next to the positions that interest you.
Income Estimation: 
$95,951 - $128,520
Income Estimation: 
$136,551 - $185,658
Income Estimation: 
$41,527 - $53,091
Income Estimation: 
$47,809 - $60,449
Income Estimation: 
$95,951 - $128,520
Income Estimation: 
$136,551 - $185,658
Income Estimation: 
$59,001 - $77,833
Income Estimation: 
$73,754 - $99,306
Income Estimation: 
$35,979 - $45,091
Income Estimation: 
$41,527 - $53,091
View Core, Job Family, and Industry Job Skills and Competency Data for more than 15,000 Job Titles Skills Library

Job openings at The Heritage Team

The Heritage Team
Hired Organization Address Southbury, CT Full Time
About This Role We are looking for a highly organized and proactive Client Operations Manager to join our team and provi...
The Heritage Team
Hired Organization Address Southbury, CT Full Time
About The Job We are seeking a highly organized and proactive Client Operations Manager to join our team and provide cri...
The Heritage Team
Hired Organization Address Southbury, CT Full Time
About The Heritage Team We are a dedicated financial planning practice committed to delivering exceptional service and p...

Not the job you're looking for? Here are some other Client Support Manager jobs in the Southbury, CT area that may be a better fit.

Fully Remote - Client Support Manager

AO Garcia Agency, West Haven, CT

Audit Senior Manager or Manager

Client Staffing Solutions Inc, Wallingford, CT

AI Assistant is available now!

Feel free to start your new journey!