What are the responsibilities and job description for the Client Support Manager position at The Heritage Team?
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
