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Client Service Manager for wealth Management Company in OC- Urgently Hiring 60K

Company: AppleOne
Location: Orange
Posted on: August 6, 2022

Job Description:

One of AppleOne's Top Client in Orange is seeking Client Services Managers!Responsibility as a CLIENT SERVICE MANAGER handle and resolve client queries, develop strategies for improving customer services, work directly with advisors maintain business relationships with existing clients.Client Services Manager Responsibilities:Develop effective communication platforms for clients and staff.Inspire repeat-business from clients.Conduct customer service workshops and presentations.Monitor and measure client satisfaction.Liaise with different departments about client queries.Offer advice to clients on services and products.Develop surveys and capture client information.Participate in marketing campaigns.Deal with client requests and troubleshoot problems.Client Services Manager Requirements:Business Degree or related qualification.Strong communication skills.Ability to meet deadlines.Computer literacy.Calm, polite, and professional behavior.Reliable and self-motivated.General business knowledge.High service orientation.Manage CalendarAnswer and field all advisor phonesFollow up---s with investment companiesReview client filesPrepare summary pages/income pagesResearch client files/needsLog all client notes in systemLog correspondenceLog funds/securitiesTime management for advisor to keep on scheduleReview and reply to emailsSubmit and process paperworkPrepare Implementation paperworkIf you have a proven track record of Client Management, and want to join this established organization - Apply Today!AppleOne is proud to be an Equal Opportunity Employer. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment qualified applicants with arrest and conviction records.0-1 years

Keywords: AppleOne, Orange , Client Service Manager for wealth Management Company in OC- Urgently Hiring 60K, Human Resources , Orange, California

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