Posted: Nov 18, 2022

Client Service Manager

Salary: $20.00 Hourly
Application Deadline: Dec 31, 2022
Finance & Insurance

Marco Wealth Strategies Group, Inc.  Works predominately with business owners and individuals on their unique financial planning needs and has been dedicated to financial services for over 20 years. The focus is on assisting clients in creating, preserving and transferring assets while minimizing taxes, and implementing strategies to mitigate risk. Marco Wealth Strategies Group utilizes a disciplined approach which concentrates on the 13 wealth management issues that are critical for clients to address. 

Position Overview/Summary 
The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance clients need to achieve their financial goals. Duties are varied and can include: supporting the preparation of financial plans and reviews; 
executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files. 

 Position Responsibilities 
 > Interact daily with clients, process client requests and answer basic client inquiries in a timely manner. 
Address inquiries to appropriate areas 
> Proactively communicate with clients on a regular basis through a range of communications vehicles 
> Coordinate the preparation of financial plans, annual or quarterly reviews and other ad-hoc client meetings materials 
> Prepare balance sheets, meeting agendas, and added services 
> Discuss and organize follow-up steps with the advisors or firm principals after client meetings 
> Prepare client engagement agreements and investment applications including new account applications, process transfers of client accounts, provide daily tracking of project status and keep client informed of the progress of their accounts 
> Coordinate account transfers and obtains cost basis information for incoming assets 
> Review daily transaction reports to ensure accuracy of previous day activities 
> Manage all details of clients, prospects, and vendors in CRM 
> Populate and maintain accurate client data in client relationship management database 
> Coordinate mailings; process incoming mail 
> Foster an environment of open, honest, and timely communications 
> Maintain administration and relevant client service reporting and planning systems; manage relevant reporting of management and financial information for the client service department 
 Required Skills and Experience  
> Exceptional oral and written communication skills 
> Excellent follow-up and follow-through capabilities 
> Personable, approachable with a positive attitude 
> Organized, meticulous, detail-oriented, and able to multitask 
> Able to exercise good judgment by recognizing urgency and setting priorities 
> Professional attitude, demeanor, and appearance 
> Able to work independently with good problem solving, and time management skills 
> High degree of confidentiality and latitude 
> Proficient with Windows based software, including MS Word, Excel, and PowerPoint 
> 3+ years of experience in the financial services industry, preferably with an investment management, Bank, or Financial Firm. 
 3 days per week - 9-3PM  $20 per hour with bonus and eligibility for retirement plan