Client Service/Success Manager

Functions: Client Servicing, Training Service Team & Advisor Support

Type: Full Time

Salary: Competitive Salary Quarterly Variable Compensation Package

Benefits: Health, Dental, & Vision Insurance Coverage; Vacation, Personal, & Holiday leave. 401(k) savings plan with employer match.

Experience: CFP- preferred, Series 65/66 & Life Insurance License Required 3 years of leadership experience required. eMoney Advisor software experience required.

Reports To: Principle of Practice

Position Highlights

Prostatis Group is seeking a Client Services Manager to manage a team 5-10 service assistants who directly support the firm principles. This individual must have CFP credentials, possess a Series 65 or equivalent and a licensed Maryland health and life insurance agent. You must be a seasoned leader, highly administrative and fluent in the industry as well as related software, such as eMoney, RedTail, Charles Schwab and Fidelity Wealthscape . You will be responsible for executing the operational processes for on boarding & servicing across all product lines while ensuring world-class service of the firm’s clients. You & your team will support the advisors by preparing for meetings, conducting investment research, processing new business paperwork, cashiering and trading. This is a fantastic opportunity for a detail oriented, self-motivated leader to excel in a fast-paced, challenging environment.

Principle Duties & Responsibilities

· Function as the first point of contact for all new business, transfers and service-related requests.

· Provides leadership and guidance to the internal operations team by customizing an individualized career path for each teammate. Coaches. Inspires.

· Utilize financial planning software, specifically eMoney, to prepare documents for client meetings

· Onboard clients into money management software

· Preparing support materials and reports for advisors

· Build relationships with new & existing clients.

· Participate in internal and external client meetings & debriefs.

· Ensure that data is accurately entered & managed within the company’s CRM

· Meet with advisors regularly to review appointments and cases

· Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience.

Knowledge, Skills & Abilities Required

· Experience with eMoney, Charles Schwab and Fidelity Platforms Required

· Proven leadership experience required

· Strong analytical and critical thinking skills

· Ability to provide excellent customer service to both internal and external customers

· Effective time management skills. Able to work efficiently in a fast-paced environment

· Highly refined analytical and human relations skills

· Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently

· Ability to excel in a competitive, team-oriented environment

· Advanced verbal and written communication and interpersonal skills

· Proficient in Microsoft Office Suite & Google Workspace

Job Type: Full-time

Pay: $80,000.00 - $125,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Experience:

• Emoney/Red Tail: 3 years (Required)

License/Certification:

• Series 65, 66, or CFP (Required)

Work Location: In person

Salary : $80,000 - $125,000