Sharesale
Log InSign Up
HomeClient Services Manager

Client Services Manager

$$$

Do you have experience in the Client Service Sector? Are you looking to advance your career and have the opportunity to work in a fun rewarding team? Wonderful. Doherty Career Solutions is partnering with a local St. Cloud, MN company as they search for a Client Service Manager to join the thriving team. In this role you would work 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. The Client Service Manager is a licensed position (SIE, Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. Reports to the Operations Director and takes work direction from individual advisors.

The team is also open to hiring Client Service Coordinator if they are looking to advance and become licensed within six months. Role salary will depend on the licensing and experience so can range $50,000-80,000.

DUTIES AND RESPONSIBILITIES

  • Meet daily with advisor to coordinate advisor workflow and receive advisor work requests.
  • 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.
  • Involve advisor when needed to assist in client issue resolution process.
  • Complete forms and applications following client appointments.
  • Submit all new business applications and checks to the corporate office in a timely manner.
  • Track all pending transfers of client assets and other transactions as needed.
  • Clean-up Contact Manager Database of clients no longer active, etc.
  • Follow-up for clients who have not scheduled their annual NaviPlan Review meetings.
  • Complete other projects or duties as requested by primary financial advisor.

SKILLS AND EDUCATIONAL REQUIREMENTS

  • Be proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook.
  • Have a working knowledge of Ameriprise Technology Applications, including – Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager and others as needed.
  • Be able to use Ameriprise Financial internal website (Advisor Compass) for company news, forms retrieval, and bulletins.
  • Be able to look up client accounts and analyst reports on Ameriprise Financial Brokerage and be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs.
  • Be able to work one on one with advisor in a time sensitive capacity and have flexibility to work in a changing environment.
  • Have excellent oral and written communication skills coupled with excellent interpersonal skills.
  • Have one or more years’ experience in financial planning business is desirable.
  • Hold the SIE, Series 7, 66 and MN life/health and variable annuity licenses.

Interested in learning more? To be considered for this #DohertyNewCareer please send resumes to [email protected] or call 952-715-5043 with any questions. Start your career today and join a family friendly employer!

Doherty Staffing Solutions

Related jobs:

$$

Casting Call: Male Voice Over Artist for Credit Union Campaign (Remote)

Job Description:
We are seeking a male voice over artist for a non-union Credit Union campaign. This is a remote opportunity for a voice talent with a regional Southern/New Orleans accent, aged 30s to 40s. The accent should be light, natural, and not too specific to one area. The ideal candidate will have a professional at-home recording setup or access to a studio.

Job Responsibilities:

  • Provide high-quality voice recordings for the Credit Union campaign.
  • Participate in remote recording sessions via Source Connect.
  • Collaborate with the production team to deliver an authentic and natural voice performance.

Requirements:

  • Male voice talent in their 30s-40s.
  • Must have a light Southern/New Orleans accent that sounds natural and not exaggerated.
  • Access to a professional at-home recording setup or willingness to record in a studio at your own expense.
  • Ability to connect and record sessions remotely through Source Connect.

Compensation:

  • $350 for the session.
$$
Job Type:
Model
Skills:
Modeling

Casting Call: Featured Models for Major Female Hip Hop Artist Music Video (Atlanta)

Job Description:
Esprit Casting is seeking featured male and female models for an exciting music video for a major female hip hop artist. We are looking for individuals with unique and eccentric features who can bring an exciting and dynamic presence to the video. This is a paid opportunity, and models will be featured in various scenes throughout the production.

Job Responsibilities:

  • Participate in a professional music video shoot, featuring a major hip hop artist.
  • Bring energy, style, and confidence to the set, embodying the creative vision of the video.
  • Collaborate with the production team and follow on-set direction to ensure smooth filming.
  • Be available for a full day of shooting (8 to 10 hours).

Requirements:

  • People of Color (POC).
  • Ages 18 to 35.
  • Must have unique and eccentric features that stand out on camera.
  • Comfortable in front of the camera and able to take direction well.
  • Must be local to or able to work in Atlanta, GA.

Compensation:

  • $400 for 8 to 10 hours of work.
$$
Job Type:
Extra
Skills:
Acting

Casting Call: Adult Male Roles for Stranger Things Season 5

Job Description:
Casting is now open for adult male extras to appear in Season 5 of Stranger Things. We are seeking male talent from 18-60 years old of any ethnicity to fill various background roles in upcoming episodes. This is a great opportunity to be a part of the hit show and work in a high-profile production set in Atlanta, GA, and surrounding areas.

Job Responsibilities:

  • Portray a variety of roles, including general male background characters and real military roles.
  • Follow the direction of the production team and be available for fittings and filming dates as needed.
  • Be on set, ready to perform and contribute to the atmosphere of the scene.

Requirements:

  • Male, ages 18-60, any ethnicity.
  • Must be available for filming on the specified days.
  • Must be able to attend a fitting prior to filming.
  • For real military roles, applicants must be fresh-faced (no prior appearances on the show) and have real military experience.
  • Must be local to or able to work in the Atlanta, GA area.

Compensation:

  • $186/8 hours for real military roles (with potential for reoccurring roles).
  • $150/12 hours for general male roles.
  • Fitting bump: $50 (if applicable).
  • Haircut bump: $20 (if applicable).
$$

Casting Call: Remote Voice Over Talent for Credit Union Campaign

Job Description:
We are seeking voice over talent for a non-union Credit Union campaign. This is a remote opportunity open to both men and women in their 30s-40s. We are specifically looking for individuals with a regional Southern/New Orleans accent, but the accent should be light and natural, without sounding exaggerated or tied to one specific region.

Job Responsibilities:

  • Provide high-quality voice recordings for the Credit Union campaign.
  • Participate in recording sessions through Source Connect from a professional at-home setup or a studio of your choice.
  • Deliver clear and authentic voice work that aligns with the direction of the campaign.

Requirements:

  • Must have a regional Southern/New Orleans accent (light and natural).
  • Ages 30s to 40s preferred.
  • Ability to participate in recording sessions remotely via Source Connect.
  • Must have access to a professional at-home recording setup, or be willing to cover the cost of recording at a studio of your choice.

Compensation:

  • $350 for the session.
$$

Casting Call: Cool and Interesting Individuals & Couples for Major Campaign (Paris)

Job Description:
We are casting cool and interesting individuals and real couples based in Europe for a major campaign that will be shooting in Paris. This is a fantastic opportunity to be part of a high-profile project while showcasing your unique personality or dynamic relationship. The shoot will take place in the iconic city of Paris, capturing vibrant and authentic individuals on camera.

Job Responsibilities:

  • Participate in a professional photoshoot and/or video campaign in Paris.
  • Bring your unique style, personality, or relationship dynamic to the set.
  • Collaborate with the production team to ensure authentic and engaging shots.
  • Be punctual and professional during the filming/shooting days.

Requirements:

  • Must be based in Europe and able to travel to Paris for the shoot.
  • Open to cool, interesting individuals and real couples.
  • Confidence in front of the camera and the ability to express personality and style.
  • No acting or modeling experience required, but must be comfortable being photographed and filmed.

Compensation:

  • This is a paid opportunity, with compensation details provided upon selection.
$$
Job Type:
Extra
Skills:
Acting

Casting Call: Featured Extras for Bank Teller Roles

Job Description:
The Passion Experience is casting featured extras to portray bank tellers in an upcoming project. We are seeking individuals between the ages of 25 to 45 from all ethnicities, with specific roles for Caucasian females and African-American males. This is a great opportunity for those who can play professional, polished characters in a bank setting.

Job Responsibilities:

  • Portray a bank teller in a professional environment.
  • Follow on-set directions and collaborate with the production team to bring authenticity to the role.
  • Be punctual and maintain a professional demeanor throughout the filming day.

Requirements:

  • Age range: 25 to 45 years old.
  • All ethnicities welcome.
  • Specifically seeking Caucasian females and African-American males for the bank teller roles.
  • Must be available to film for 1-2 days.
  • Previous acting experience is a plus but not required.

Compensation:

  • $150 per day.
$$

Casting Call: Non-Union Extras for National Fitness Company Commercial (Pittsburgh, PA)

Job Description:
A national fitness company is casting non-union extras for an upcoming commercial shoot in Pittsburgh, PA. We are looking for diverse individuals to portray barbershop customers, café customers, and pedestrians in a vibrant city street scene. This is a paid opportunity for anyone between the ages of 25-60 who can bring life and authenticity to background roles in various everyday settings.

Job Responsibilities:

  • Portray barbershop or café customers and pedestrians in background scenes.
  • Follow on-set directions to help create a lively, realistic atmosphere.
  • Be available for a full day of filming (up to 10 hours).
  • Collaborate with the production team to ensure seamless filming.

Requirements:

  • Non-union extras.
  • Age range: 25-60 years old.
  • Must be available to shoot in the Pittsburgh, PA area.
  • Flexible availability for a full filming day (morning, day, or evening).

Compensation:

  • $250 for the day (up to 10 hours).
$$
Job Type:
Extra
Skills:
Acting

Casting Call: Background Extras for TV Show The Oval (Season 7)

Job Description:
CAB Castings, LLC is looking for paid background extras (male and female) of all ethnicities and ages 21+ to appear in Season 7 of the hit TV show The Oval, filming in Atlanta, GA. The specific role being cast is for press members, and we are seeking individuals who can portray reporters, photographers, and other press personnel during key scenes.

Job Responsibilities:

  • Portray a member of the press (reporter, journalist, or photographer) in a non-speaking background role.
  • Follow on-set directions and work professionally with the production team to ensure a smooth and accurate portrayal of the press environment.
  • Maintain availability and professionalism during filming.

Requirements:

  • Must be 21 years or older.
  • Open to all ethnicities and genders.
  • Must be available for filming in Atlanta, GA.
  • Previous experience in background acting is a plus but not required.

Compensation:

  • $100 for 8 hours of work.
$$

Casting Call: Mean-Looking, Tough Cowboy Types (Current Day)

Job Description:
Latham Casting is looking for mean-looking, tough cowboy types to work on an upcoming project in Albuquerque, NM. These roles are for modern-day cowboys, inspired by Las Vegas gangster types rather than the traditional Old West look. We are seeking individuals with strong, rugged appearances who can embody this tough, intimidating cowboy aesthetic.

Job Responsibilities:

  • Portray a mean-looking, tough cowboy character in a modern-day setting.
  • Follow on-set directions and work closely with the production team to deliver the required visual and performance style.
  • Be comfortable with camera work, demonstrating a strong, commanding presence.

Requirements:

  • Must have a mean, tough, rugged appearance that fits the Las Vegas gangster cowboy style.
  • Must be available to work in Albuquerque, NM.
  • Comfortable taking on a non-speaking, visually intense role.

Compensation:

  • Compensation details will be provided upon selection.
$$
Job Type:
Actor
Skills:

Casting Call: Major Role in Untitled Feature Film Starring Zendaya

Job Description:
Kate Antognini Casting is conducting a US national search to find a young girl to portray a young version of Zendaya in an upcoming untitled feature film. This is a significant role in a major production, and we are looking for someone who closely resembles the actress during her teenage years. The role is a rare opportunity for a young talent to appear in a high-profile movie alongside a world-renowned star.

Job Responsibilities:

  • Portray the young version of Zendaya in a major feature film.
  • Work closely with the director and production team to bring authenticity to the character.
  • Participate in rehearsals, filming, and other necessary production-related activities.
  • Collaborate with other actors and crew members on set to ensure smooth and professional execution of the role.

Requirements:

  • Female: Ages 13 to 16 years old.
  • Mixed Ethnicity: Must be of Black and Caucasian heritage.
  • Must bear a resemblance to a young Zendaya.
  • Preference will be given to those under 20 years old for authenticity in casting someone of a similar age to the character.
  • No prior acting experience necessary, but a passion for acting and storytelling is a plus.

Compensation:

  • This is a SAG Basic Theatrical Agreement role (both union and non-union talent can apply).
  • SAG Scale pay.
  • All travel and accommodations will be fully covered for the actor cast (and their guardian if they are under 18).
$$

Casting Call: Groups of Friends or Families Looking to Buy a Home or Compound Together

Job Description:
Are you and your friends or family members interested in buying a property together? A new TV show is looking for groups of friends or families who are ready to embark on a journey of purchasing or building a home or compound together. Whether you’re looking to buy land, a duplex, an apartment building, or a large property to build a shared living space, this show will document your experience of creating a new type of community living situation.

Job Responsibilities:

  • Participate in the process of purchasing or building a shared home or compound.
  • Share your experiences, challenges, and excitement on camera as you navigate real estate decisions together.
  • Collaborate with other participants (friends or family members) to explore various living arrangements and property options.
  • Be open to discussing your plans, vision, and dynamics with the production team.

Requirements:

  • Must be a group of friends or family members who are seriously considering buying or building a home together.
  • Interest in exploring unique or shared living arrangements.
  • Enthusiasm for being part of a community living experience and sharing your story on TV.

Compensation:

  • Compensation details will be discussed with selected participants.

Casting Call: Stand-In with Basketball Experience (Atlanta, GA)

Job Description:
Extra Extra Casting of the South is seeking a Caucasian male stand-in with basketball experience for an upcoming film or television production. The role requires someone who is 6’3″ or taller, physically fit, and between the ages of 18-45. This is a paid opportunity for a 10-hour workday. The stand-in will be working closely with the production team to replicate the physical movements and positioning of a main actor.

Job Responsibilities:

  • Stand in for the main actor during scene setups, lighting adjustments, and camera rehearsals.
  • Accurately replicate the positioning and actions of the main actor, especially during basketball-related scenes.
  • Follow instructions from the production team to ensure continuity between rehearsals and final shots.

Requirements:

  • Caucasian male, aged 18-45 years old.
  • Height: 6’3″ or taller.
  • Previous basketball experience is required.
  • Must be available for a full 10-hour workday.

Compensation:

  • $250 for 10 hours of work.

Share this job:

Job overview

Location:
Job type:
Ethnicity:
Body type:
Expiration date:
11-10-2023

Job skills

Are you ready to get discovered?

Gain access to thousands of jobs and appear higher in the search results now!