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Client Service Team Manager
Job Description
A polished financial planning firm in New Brighton, MN, is looking to bring on a Client Service Team Manager to their close-knit team. This role involves managing a team of client service and administrative specialists, overseeing complex client service needs, and leading marketing and client loyalty efforts. If you have extensive experience in a financial planning firm, strong leadership skills, and the ability to thrive in a collaborative environment, we encourage you to apply now!
Client Service Team Manager Requirements:
- 5+ years of experience in a financial planning firm
- 2+ years of experience at the supervisory or management level
- Bachelor s degree
- Series 7 or Series 66 License holder is a plus
- Proficiency in Microsoft Word, Outlook, Excel, and Teams
- Top-tier problem-solving and critical thinking skills
- Positive, can-do attitude; able to perform under pressure
- Familiarity with Calendly, Share File, and DocuSign; MGP or Right Capital is a plus
- Strong organizational and time management skills
- Proficient written and verbal communication skills
- Ability to work onsite 100% at their office in New Brighton, MN
Client Service Team Manager Responsibilities:
- Manage and supervise a team of client service and administrative specialists and distribute workload levels amongst them
- Train client service and administrative employees,
- Oversee office systems, equipment, and supply needs
- Serve as a backup for all client service and administrative responsibilities, handle more complex client requests
- Lead marketing and client loyalty efforts
- Stay current with trends and regulatory requirements within the financial planning arena
- Run office-wide database reports and projects
- Maintain relationships with clients, understanding and responding to their unique circumstances
- Collaborate with the team to continually strive to achieve success and meet company goals
Client Service Team Manager Benefits:
- Competitive salary + annual performance-based bonus
- 401(k) with a 4% match, eligible immediately
- 3 weeks PTO, paid federal holidays
- 75% of employees medical and vision premium covered, eligible immediately
- Voluntary dental premium options
- Potential for 1 day remote after training period
Apply Now if you are looking to advance your career at an extremely stable company!
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