Client Services Manager

Provide expert level client service at a fee-based financial planning firm, following high standards of business/professional ethics and legal/regulatory requirements. RESPONSIBILITES: Greet clients/visitors; maintain office during office hours around 4 hours a day Answer office main line phone; direct calls Schedule client appointments; maintain calendar for principal advisor Maintain CRM System Request/collect client financial statements/documents/data Coordinate all client appointments & paperwork Develop/maintain/implement marketing plan strategies - Using social media as an advertising tool (Facebook, Twitter etc. ); Manage marketing platforms/social media accounts/website and research new content Scan documents & maintain organized/compliant electronic filing system Provide administrative support to business owner and perform general office tasks/other duties as assigned REQUIREMENTS: Financial industry/compliance knowledge preferred, background check is required Phenomenal interpersonal/phone skills, written/verbal communication skills, and client service orientation Ability to be an organized/effective team member who can display attention to detail, initiative, manage time/projects efficiently, and handle changing priorities Proficiency in Microsoft Office Suite, CRM systems (Redtail a plus), email marketing software (FMG Suite a plus) Wealth Management Institute provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.