The Right Staff

Client Service Manager

Sep 09, 2017
Sep 30, 2017
The Right Staff
Job Type
Employment Status
Full Time
Join a close-knit team of financial professionals as a key support member of their firm. THE RIGHT STAFF is seeking an experienced administrator with prior marketing experience including direct mailings, website maintenance, and event planning. The Client Service Manager will serve as a key communicator between clients and staff. Individuals should be heavily customer service focused, meticulously detailed and have strong administrative skills.

• Utilize creative marketing tactics; maintain the website and social media platforms and manage client onboarding and milestone achievements.
• Create company communications, newsletters, and more. Also, manage all company mailing requests and deliverables.
• Plan small to med range meetings and events for clients and staff. Develop educational seminars, recognition events, and community involvement opportunities.
• Prep for client meetings; support meeting set-up, greet clients and provided a positive client experience.
• Complete assigned projects independently in a timely fashion.
• Follow compliance requirements, and be mindful of client information and details.
• Aid in account servicing, assisting with account paperwork, creating, scanning, processing, indexing and more.
• Provide scheduling support, manage the financial planning calendar, and client meetings, set appointments and make reminder calls.
• Provide phone support, answer incoming calls, and make outgoing calls as needed.

• 4-year college degree required.
• Must have a positive energy, be a self-starter, be loyal to clients and firm, be a client advocate, and have strong follow through skills from start to finish.
• Must have a meticulous attention to detail, and be able to deal with sensitive data and maintain confidentiality.
• Strong organizational and communication skills are required. Must also be able to multitask and adapt to flexible priorities.
• Must have a high level of professional client service experience and skills.
• Need to be experienced with technology, i.E. Work, Excel, Outlook. Prior SalesForce or other CRM experience is preferred, not required.

• Monday thru Friday, 8: 00 A.M. To 5: 00 P.M. With flexibility when needed
• Pay: Dependent on Experience: 18+
• Located in Woodbury
• Contract to Hire

For immediate consideration, e-mail your resume to
THE RIGHT STAFF offices are NOW welcoming walk in job seekers! Please be prepared with the following documents: Your resume, one professional reference, and documentation for your I-9. Let us help YOU find your right job right NOW!
THE RIGHT STAFF wants to help you succeed! Our team of seasoned professionals works to match you to the best job, best fit, and best location. Temporary assignments to full-time permanent positions, we are here to assist you! Let us help YOU create YOUR success!
We thank all interested candidates. However, only those selected for interviews will be called.
THE RIGHT STAFF is an Equal Employment Opportunity employer.

Min: 4
Max: 15
Edu: 4 Year Degree
Type: Contract to Hire

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