Client Service Manager
Job Details
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 financial adviser 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, processing of transactions and filing forms and applications.
Salary: DOE Licensing $37,000-$45,000
Main duties:
You will be working directly with a financial adviser 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, processing of transactions and filing forms and applications.
Salary: DOE Licensing $37,000-$45,000
Main duties:
- -Review appointment schedule with adviser and gather or prepare any additional materials needed or requested by advisor
- -Complete work requests and serve as the advisory'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 adviser
- -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
- 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
Company
Administrative & Light Industrial
As in any job, the key to success is knowing what your strengths are and then finding the opportunity to use them. Pro Staff allows you to utilize and develop your skills through exciting projects and temporary assignments with great companies in your area. And, because we take care of all the work involved in finding the right opportunities, you can be free to let your talent shine.
Company info
- Location
-
Minnesota
US
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