3 Client Services Supervisor Jobs in Frisco, TX
SageSpring Wealth Partners is Hiring a Client Services Supervisor Near Frisco, TX
- Interact daily on the phone and in person with prospective and existing clients while maintaining a professional image.
- Schedule and coordinate meetings and appointments, while managing and frequently representing the Advisors across all communication platforms.
- Create and maintain records, files, reports, and databases utilizing the Client Relationship Management platform.
- Provide lead support for the Client Services Team.
- Coordinate travel arrangements for the executive advisor.
- Generate weekly reports; prepare cards and other mailings for signing and distribution.
- Complete cross-training and assist with other operational functions as required.
- Associates degree or 2 years of administrative experience in lieu of degree required.
- Must have 3 years of prior client services experience within finance/wealth management industry.
- Tech savvy individual with solid mastery of MS Office Suite for general communications, reporting, video conferencing and presentations.
- Skilled at being in sync with the advisors and “playing chess” to manage priorities and scheduling, plus anticipate upcoming needs before they arise.
- A humble, servant-minded individual that thrives in a team environment.
- Great Benefits – Includes Health Insurance, Dental, Vision, 401K, Life Insurance, Short-Term and Long-Term Disability, Paid Vacation and Holidays.
- Top Workplace – Join a vibrant workplace culture recognized as a Top Workplace* in USA TODAY and The Tennessean for the last four years.
- Inspiring Leadership – Our leadership truly embodies the definition of servant leaders, inspiring a work environment in which our teams can flourish that’s energetic, positive, fun, and highly supportive.
- Team Engagement – You will build some genuinely special relationships and bonds throughout our team and partners.
- High Performance - Our motto is “Humble. Hungry. Smart.” and that’s truly exemplified from the top down.
- Continuing Education - Let us help you transform your career goals and educational accomplishments into opportunities and successes.
- Community Involvement – We’re passionate about supporting our community with each office choosing a charity/cause to champion.
- Top Workplaces Award (2023)
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Over 42,000 companies participated and roughly 1,300 were recognized as one of Top USA Workplaces. The publisher welcomed employees to nominate an organization through a survey partnered with Energage. To be eligible, employers must have at least 150 employees and could be public, private, nonprofit, for profit, or governmental. Once employers were nominated, employees were asked to fill out an online questionnaire that gave more information about the companies they worked for. Information gathered included issues relating to workplace culture, including Alignment, Connection, Effectiveness, Engagement, Leadership, and the Basics, including pay, benefits, flexibility, training, and expectations. Employers were then ranked among groups of similar size to most accurately compare results, with those that scored high being recognized. This ranking is based upon the period from 11/27/2021 to 11/27/2022, and was published in January 2023. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of an advisor’s future performance. This ranking is not based on the services/advice offered by our financial advisors. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Neither Energage nor Top Workplaces is affiliated with Raymond James.
Job Summary
Full Time
$71k-93k (estimate)
05/05/2024
07/02/2024
The job skills required for Client Services Supervisor include Client Service, Leadership, Scheduling, Planning, Futures, Life Insurance, etc. Having related job skills and expertise will give you an advantage when applying to be a Client Services Supervisor. 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 Supervisor. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client Services Supervisor positions, which can be used as a reference in future career path planning. As a Client Services Supervisor, it can be promoted into senior positions as a Customer Service Supervisor that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client Services Supervisor. You can explore the career advancement for a Client Services Supervisor below and select your interested title to get hiring information.
If you are interested in becoming a Client Services Supervisor, 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 Supervisor for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Services Supervisor job description and responsibilities
Trains and coaches staff in standard policies, procedures, and best practices.
02/26/2022: Rapid City, SD
Must be able to work effectively with and counsel clients and partner with their colleagues (paid, social, etc.) on developing and executing multichannel media strategies.
03/18/2022: Chicago, IL
Supervises a small group of para-professional staff in an organization characterized by highly transactional or repetitive processes.
03/11/2022: Washington, DC
Oversee a team of customer service Associate's and ensure they are providing an exceptional client experience.
02/23/2022: Raleigh, NC
Client Services Supervisor are responsible for the oversight and execution of day-to-day production activities, usually for a particular skill set on a project.
05/06/2022: Salisbury, NC
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 Supervisor jobs
All supervisors should be prepared to deal with a crisis.
04/28/2022: Portland, ME
Ability to maintain confidentiality.
04/25/2022: Juneau, AK
Must be able to work after hours on-call schedule
04/07/2022: Lynchburg, VA
Some clients may not be comfortable being videotaped but may be more comfortable with audio taping.
04/23/2022: Pierre, SD
May provide direct customer support for complicated or critical issues.
04/20/2022: Columbia, SC
Step 3: View the best colleges and universities for Client Services Supervisor.
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