Client Service Manager

Qualifications

• Strong knowledge of Microsoft Office, Word, Excel, and Outlook

• Must be able to communicate well over the phone and by email

• Must be well organized and have the ability to prioritize tasks

• Flexible to work beyond the regular work schedule when necessary

• Series 7 & 63 required with the ability to obtain the 66

Responsibilities

• Assist a dedicated group of remote advisors with various client account questions

• Answer questions and provide support to regarding the navigation of technology platforms

• Accurately and efficiently set up New Accounts

• Initiate and confirm completion of account transfers (ACATs)

• Guide Advisors to the correct client documents need to complete specific tasks

• Assist advisors with money movement request (Checks, Fed Wires, and ACH)

• Update client account information in the database

• Respond to emails and calls from field advisors and clients in a timely manner

• Perform additional duties as assigned

Preferred

• Bachelor's degree in Finance/Accounting or 4 plus years of finance/brokerage experience

• Familiar with a variety of Financial/Brokerage Industry concepts, practices, and procedures

• Knowledge of Docupace, DocuSign, and Adobe a plus

• Experience providing white glove service to advisors or high-valued clients