What are the responsibilities and job description for the Operations and Administration Professional position at The Heritage Team?
About The Job
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.
The ideal candidate will be able to connect effortlessly with clients and colleagues, demonstrating strong verbal and written communication skills. They will also be known for their to-do lists, planning skills, and ability to prioritize effectively.
- 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
