Client Services Manager

SUMMARY: This position supports the lead advisor with account management and client service needs. As a member of an advisory team, each member works together servicing clients. This will involve assistance in every aspect from introduction with a prospect to onboarding a client to servicing the continuous needs of those clients.

DUTIES AND RESPONSIBILITIES:

• Responsible for many aspects of administration and client service for Business Clients and Retail Wealth Clients.
• Responsible for New Business (tracking statistics, open new accounts).
• Organize and Manage Portfolio Review, Prospect or Closing Meeting Process for Clients.
• Account Maintenance (opening new accounts, follow-through, managing transactions, address changes, etc.).
• Prepare paperwork, letters, client reports and other client communications.
• Proactive and immediate resolution of client inquiries – direct client contact.
• Scheduling client meetings.
• Participation in weekly Staff and Operations Meetings.
• Responsible for designing workflow and tracking tasks in CRM.
• Expectation of initiative to look for ways to streamline processes for the branch to be more efficient.
• Responsible for documenting tasks for the Operations Procedure Manual (screen shots with clear, concise instructions).
• Effective communication with both internal and external contacts including prospects and clients.
• Establish working relationships with colleagues and external clients.
• Handle a variety of tasks and provide seamless connection between clients and advisor processes.

BENEFITS:

• Employee medical: With SEIA and employee contributions
• Employee dental, vision and life insurance: Fully paid by SEIA
• Dependent medical, dental and vision: Employee paid options
• Paid Time Off (PTO)
• Holiday Pay
• 401k with generous match and immediate full vesting
• Employee Assistance Program (EAP) and discounts