What are the responsibilities and job description for the Client Service Manager position at Advyzon?
AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all service items related to client and advisor onboarding and ongoing day to day operations.
Responsibilities
Responsibilities
- Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
- Assist with advisor onboarding and training.
- Answer inbound phone calls and emails in a timely and professional manner.
- Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.
- Process advisor billing and execution with custodians.
- Assist with data reconciliation across several custodians.
- Proactively identify and resolve NIGOs.
- Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
- Stay abreast of changing policies and procedures that impact AIM and advisors.
- Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
- Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
- Identify and escalate complex problems, taking ownership of seeing items through to completion.
- Contribute to implementation of practical and innovative solutions.
- A customer-first mindset.
- Strong communication skills, both written and verbal.
- A strong bias for action and an ability to find solutions independently.
- Proficient in Microsoft Office applications.
- A focused, dedicated, and entrepreneurial personality.
- Strong attention to detail.
- Flexibility to work weekends on occasion.
- A self-starter that is productive when functioning in a remote environment.
- Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
- Desire to learn about the financial services industry and operational needs of advisors.
- Bachelor’s degree required.