7 Client Service Manager Jobs in Elk Grove Village, IL
Wealth Enhancement Group is Hiring a Client Service Manager Near Elk Grove Village, IL
** Wealth Enhancement Group**
** Client Service Manager**
Elk Grove Village, IL 60143
About Wealth Enhancement Group
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Founded in 1997, Wealth Enhancement Group serves clients nationwide and continues to expand into new regions each year. Wealth Enhancement Group specializes in providing retail clients with the team-based expertise and resources they need to simplify their financial life.
Our purpose and mission is to work together to improve our clients lives by seeking to provide them the best possible financial advice. We are firm believers in the meaning behind teamwork. We share perspectives and explore every point of view, because the best ideas are born from collaboration. We constantly push ourselves and each other. We strive to be much more than your typical financial services firm. We strive to be the best.
Our Elk Grove Village, IL office is looking for a financial services professional to serve as the liaison between the client and the Financial Advisor (FA). This person will support the Financial Consulting Center. You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.
**Job Functions**
* Serve the client by setting up accounts and insuring their funds transfer from surrendering company
* Respond to and resolve client requests; complete necessary financial paperwork to execute trades, change beneficiaries, establish trusts, etc.
* Research and complete any outstanding issues related to the Broker/Dealer or Operations
* Gather data and prepare summary reports for the use in client reviews; compile the review documents for the Advisor.
* Learn Company product suitability guidelines, financial operational processes and financial sales processes
**Education/Certification Requirements**
* 4 year degree Required
* 3 years of financial administration and customer service experience
* Series 7 and 66 or 7, 65 and 63 licenses required
* Strong interpersonal skills required to develop team and client relationships
* Professional presence and communication skills
* Strong attention to detail and process
**OSHA Requirements**
This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems **.**
**IND123**
Job Summary
Full Time
$88k-113k (estimate)
04/26/2024
05/11/2024
wealthenhancement.com
SAINT PAUL, MN
200 - 500
1997
Private
JENNIFER GAGNER
$10M - $50M
Business Services
Related Companies
About Wealth Enhancement Group
Wealth Enhancement Groupprovides wealth management and retirement planning services for individuals and businesses.
The following is the career advancement route for Client Service Manager positions, which can be used as a reference in future career path planning. As a Client Service 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 Service Manager. You can explore the career advancement for a Client Service Manager below and select your interested title to get hiring information.
If you are interested in becoming a Client Service 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 Service Manager for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Manager job description and responsibilities
Client services managers supervise a team of customer service associates to ensure that they provide an exceptional client experience to their customers.
02/12/2022: Kingsport, TN
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.
01/27/2022: Knoxville, TN
Client service managers oversee the hiring, orienting, and training of staff for the department.
03/15/2022: Chicago, IL
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.
03/18/2022: Monterey, CA
An client service manager's responsibilities revolve around securing and reaching sales targets, creating business plans, developing strategies, and building positive relationships with clients.
01/19/2022: Pascagoula, MS
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 Service Manager jobs
The broader and deeper a person's qualifications, the better they are able to develop solutions to complex customer service-related problems.
03/17/2022: Trenton, NJ
Candidates should first apply for an entry-level job that requires customer service, such as working at a retail store or being employed at a call center.
01/21/2022: Washington, DC
Build a strong commitment and resolve to deliver exceptional customer service.
02/15/2022: Grand Forks, ND
Candidates should ensure their resume has all related education, experiences and skills necessary to the client services manager position they are applying for.
02/02/2022: Bangor, ME
Many times skills can be taught, but people must come to the table with certain traits, or no matter how skillful they are, they may still not be effective at delivering an amazing customer service experience.
01/28/2022: Fresno, CA
Step 3: View the best colleges and universities for Client Service Manager.
