272 Client Services Manager Jobs in Cincinnati, OH
HORAN is Hiring a Client Services Manager Near Cincinnati, OH
- Prepare and process paperwork for new business and submit to carriers/custodians.
- Provide service to individuals regarding allocation changes, beneficiary changes, address changes, etc. Trouble shooting and problem solving for clients.
- Prepare and process transfers, rollovers, and money movements.
- Trouble shooting and problem solving for clients.
- Follow-up on all transactions, applications, etc. sent to the carriers.
- Inputting, maintaining, and organizing client files in CRM database and AppXtender.
- Schedule appointments, preparing and editing correspondence for Investment Advisor/Registered Representative.
- Prepare portfolio reviews (via Morningstar or Black Diamond), coordination of information, and visual aids necessary for the successful completion of presentations to clients and/or prospects.
- Assist Investment Advisor/Registered Representative with the servicing of 403(b), 457(b), IRA, and Wealth Management accounts for individuals and groups.
- Act as backup to trader completing trades and rebalances as necessary
- Assist in preparing mailing list and mailings for Compliance Department
- Responsible for keeping up to date on market trends, new products, Firm Element, and NASD continuing education.
- Other duties as may be assigned
- 4-year degree from an accredited University.
- Minimum of 3 years (preferably more) in the Financial Service Industry.
- Series 6 or Series 7 Required.
- Health and Life License preferred.
- Ability to multi-task and prioritize independently.
- Strong attention to detail; the ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
- Possess strong sense of accountability with a diligent work ethic. Must be self-motivated, enthusiastic, and able to take the initiative to get the job done.
- Ability to work as a team member and express leadership attributes.
- Familiarity with Investment Advisor Platform – Fidelity preferred
- Familiarity Asset Management Platform - Black Diamond preferred
- Familiarity with Morningstar Platform preferred
- Familiarity with retirement plans such as 403(b)s and 401(a)s preferred
Job Summary
Full Time
Restaurants & Catering Services
$74k-96k (estimate)
11/15/2023
05/02/2024
horanassoc.com
TOKUGYO, CHUBU
100 - 200
1948
FUSA TO
<$5M
Restaurants & Catering Services
Related Companies
The job skills required for Client Services Manager include Leadership, Initiative, Client Service, Problem Solving, Presentation, Planning, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Manager. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client Services Manager. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Manager positions, which can be used as a reference in future career path planning. As a Client Services Manager, it can be promoted into senior positions as a Customer Service Senior Manager that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Manager. You can explore the career advancement for a Client Services Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Manager, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Services Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Manager job description and responsibilities
Client services managers are generally responsible for overseeing the activities of client service staff to ensure the needs of customers are met and their problems resolved.
02/16/2022: Shreveport, LA
They also ensure unsatisfied clients are compensated with free services, products, or discounts.
02/28/2022: Tucson, AZ
Client service managers oversee the hiring, orienting, and training of staff for the department.
01/16/2022: Yakima, WA
Their work description also entails supervising and directing the activities of client service employees to ensure they comply with acceptable standards and achieve set objectives.
01/18/2022: Colorado Springs, CO
They develop policies and regulations necessary for ensuring client satisfaction.
03/08/2022: Poughkeepsie, NY
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Services Manager jobs
Should be excellent communicators capable of leading a team.
02/21/2022: Utica, NY
Client services manager often consult customer surveys and other types of research to gauge the overall level of client satisfaction and address areas of concern.
02/12/2022: York, PA
As service manager you must be good as overseeing a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/02/2022: Canton, OH
Mastermind creative ways to deliver an exceptional client experience.
02/15/2022: Portland, ME
Candidates should ensure they have all related education, experiences and skills necessary to the client services manager position they are applying for.
02/25/2022: New Haven, CT
Step 3: View the best colleges and universities for Client Services Manager.
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