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Client Service Team Manager

New Brighton, MN

Posted: 10/16/2024 Employment Type: Direct Hire Category: Administrative Job Number: a0CUm00001oynMMMAY Location Requirements: Onsite Industry: Financial Services

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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About New Brighton, MN

Discover exciting job opportunities in the vibrant area surrounding New Brighton, Minnesota! Nestled in the Land of 10,000 Lakes, this charming city offers a perfect blend of small-town charm and big-city amenities. With its close proximity to the Twin Cities, job seekers can enjoy a plethora of career growth opportunities while savoring the unique culture and picturesque beauty of the region. Explore local landmarks like Long Lake Regional Park, catch a show at the historic Mounds Theatre, or cheer on the Minnesota Twins at Target Field. Don't miss out on the delectable cuisine, art galleries, and outdoor recreation this area has to offer. Take the next step in your career journey and browse our job listings in New Brighton, MN today!
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