Client Service Manager for wealth Management Company in OC- Urgently Hiring 60K
Company: AppleOne
Location: Orange
Posted on: August 6, 2022
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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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