Search Jobs
Find your next opportunity here.
trak group
https://trakcincy.com/wp-content/uploads/2021/08/trak_logo.png
https://www.thetrakgroup.com
https://www.thetrakgroup.com
true
Client Services Manager/Client Service Associate
Posted: 11/22/2024
2024-11-22
2025-01-04
Employment Type:
Direct Hire
Job Number: 14338
Job Description
Client Services Manager
Are you a Client Services Manager looking to advance your career in wealth management? This role offers a unique opportunity to collaborate with top advisors, support high-profile clients, and be part of an award-winning organization known for its exceptional workplace culture and growth opportunities.
About the Role
As a Client Services Manager, you will serve as a critical link between advisors, compliance teams, and clients, ensuring seamless operations and high-touch client service. This role combines financial operations, client relationship management, and administrative expertise to support the success of our Wealth Management department.
Responsibilities
Qualifications
Must-Have Qualifications:
Why You'll Love This Role
If you’re ready to elevate your career in wealth management and thrive in a collaborative, client-focused environment, apply today!
Are you a Client Services Manager looking to advance your career in wealth management? This role offers a unique opportunity to collaborate with top advisors, support high-profile clients, and be part of an award-winning organization known for its exceptional workplace culture and growth opportunities.
About the Role
As a Client Services Manager, you will serve as a critical link between advisors, compliance teams, and clients, ensuring seamless operations and high-touch client service. This role combines financial operations, client relationship management, and administrative expertise to support the success of our Wealth Management department.
Responsibilities
- Prepare and process paperwork for new business, including applications, transfers, and account maintenance.
- Provide client support for allocation updates, beneficiary changes, and troubleshooting.
- Manage client records in CRM systems and organize data for smooth operations.
- Schedule appointments and prepare portfolio reviews and client presentations using tools like Morningstar and Black Diamond.
- Support 403(b), 457(b), IRA, and Wealth Management account servicing.
- Process trades and financial transactions with accuracy and attention to detail.
- Collaborate with advisors and team members to maintain compliance and client satisfaction.
- Stay informed on market trends and ensure compliance with industry regulations.
Qualifications
Must-Have Qualifications:
- Bachelor’s degree in finance, business administration, or a related field.
- 3-5 years of experience in financial services or wealth management.
- Series 6 or Series 7 license.
- Exceptional organizational skills and attention to detail.
- Strong proficiency in Microsoft Office Suite.
- Health and Life Insurance license.
- Familiarity with retirement plans like 403(b)s and 401(a)s.
- Experience with platforms such as Fidelity, Black Diamond, or Morningstar.
Why You'll Love This Role
- Award-Winning Organization: Join a company recognized for its collaborative culture, workplace equity, and community involvement.
- Comprehensive Benefits: Enjoy health, dental, and vision insurance, generous PTO, and a 401(k) with a company match.
- Work-Life Balance: Flexible hybrid schedule with opportunities for growth and leadership development.
- Collaborative Culture: Become part of a supportive team that values your contributions and celebrates success with holiday events and team gatherings.
If you’re ready to elevate your career in wealth management and thrive in a collaborative, client-focused environment, apply today!
Share This Job:
Related Jobs:
Login to save this search and get notified of similar positions.About Wilmington, OH
Ready to take your career to the next level? Explore exciting job opportunities in and around Wilmington, Ohio! Nestled in the heart of Clinton County, this charming locale offers a perfect blend of small-town charm and big city amenities. Known for its historic landmarks like the Murphy Theatre and Caesar Creek State Park, Wilmington boasts a vibrant arts scene with galleries like the Artistic Cup Studio and Gallery. Taste the local flavors at El Dorado Mexican Restaurant and tap into an active lifestyle with kayaking at Cowan Lake State Park. Don't miss out on the chance to join this close-knit community and grow professionally in a place filled with endless possibilities. Discover your next career move in Wilmington, OH!
