Client Services Manager

Independent Financial Planning Firm seeks a full-time client services manager. Greet our clients and prospects as they arrive at the office Answer and monitor incoming calls and emails Liaise between clients and advisor Liaise between the advisor and back office Prepare material for client meetings Administrative and clerical tasks including managing the office calendar and keeping office inventory Manage client on-boarding process Plan and facilitate seminars and client events Track client interactions in CRM Research and resolve issues in client accounts Process and monitor all account transactions including facilitating the transfer of funds and securities and the issuance of clients’ checks, wires, and ACH’s when requested Attend professional development conferences and trainings Keep the advisor and informed of all-important information and activities related to his clients’ accounts and transactions Adhere to all compliance policies and procedures and complete required internal continuing education activities Ensure that all appropriate account documentation is obtained and maintained Become a Subject Matter Expert of our firm and the platforms used by our clients and advisors including tools specific to our Wealth Management platform such as Redtail, E-money, and Envestnet Organize customer related files, correspondence, advertising and sales literature files consistent with policies and procedures Bachelor's degree 1+ years in the financial services industry Knowledge of Microsoft Office Series 7 preferred, but not required Ability to work independently