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- Clean-up Contact Manager Database of clients no longer active, etc.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 achaires@doherty.com or call 952-715-5043 with any questions. Start your career today and join a family friendly employer!
Doherty Staffing Solutions
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