Pro Staff

Client Service Manager

Pro Staff
Saint Cloud, MN
Nov 10, 2018
Dec 10, 2018
Pro Staff
Job Type
Employment Status
Full Time
Pro Staff St Cloud is hiring for a Client Service Manager for a client in the St. Cloud area. This has potential to be a direct hire opportunity. 

You will be working directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications.  

Main duties:
  • -Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor.
  • -Complete work requests and serve as the advisor’s workflow liaison with other staff.
  • -Handle service calls from clients, corporate office, or other professionals.
  • -Record all client communication and interaction in Contact Manager.
  • -Complete client investment transactions as directed by an advisor.
  • -Compose client correspondence (letters, memos, faxes, etc.) as requested.
  • -Resolve client issues and call client back when problem has been resolved.
  • -Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures.
  • -Track all pending transfers of client assets and other transactions as needed.

Job Requirements:
  • Be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs.
  • Have excellent oral and written communication skills.
  • Detail-oriented and able to prioritize work
  • Be able to work in an unstructured environment with critical time demands.
  • Maintain client and business confidentiality
  • Have a high school diploma; with advanced training/education preferred
  • Have one or more years' experience in financial planning business is desirable
  • Hold the Series 7, 66 and MN life/health and variable annuity licenses or being willing to obtain within six-months of being hired.
Salary: DOE Licensing $37,000-$45,000.

Does this sound like a job for you? Please apply online or submit your resume. If you have further questions please call our St. Cloud Office at 320-656-9777.

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