Client Service Manager - Financial Planning - Judge Group

Our client is currently seeking a Client Services Manager (CSM) - Financial Planning to join their rapidly growing wealth management firm. This boutique financial planning firm is dedicated to providing personalized and comprehensive wealth management services to individuals, families, and businesses. 

The ideal candidate will be client service orientated, and have experience in the financial services industry. They will be responsible for office administrative support, maintaining databases of clients, all aspects of business processing, including account maintenance, cashiering, asset movement and more.

Essential Duties and Responsibilities:

• Manage multiple client relationships
• Prepare appointment material and gather financial/account information
• Schedule and confirm meetings and conference calls
• Maintain accurate client information in proprietary systems
• Record client notes and manage workflows in CRM
• Onboard new clients and manage account paperwork
• Provide market quotations, place orders, and rebalance accounts
• Process cashiering and asset movement requests
• Resolve client service problems and support office administration
• Answer office calls and handle client requests
• Type and design general correspondence
• Provide general office support (phones, photocopying, faxing, filing, etc.)
• Process mail, including checks and tax forms

Required Skills:

• Proficiency in customer relationships, data entry, confidentiality, and MS Office products
• Experience with CRMs (Redtail preferred) and virtual meeting applications
• Excellent oral and written communication skills
• Energetic personality with strong interpersonal skills