Client Services Manager

Ria Advisory Group-posted about 1 year ago
$60,000 - $80,000/Yr
Full-time • Mid Level
Des Moines, IA
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The Client Services Manager at RIA Advisory Group is responsible for maintaining and enhancing client relationships, providing exceptional service, and managing client accounts. This role requires strong organizational skills and a customer-focused attitude, along with a solid understanding of financial services.

  • Serve as the primary point of contact for client inquiries, providing timely and accurate responses.
  • Manage client onboarding processes, ensuring a smooth and efficient transition.
  • Maintain and update client account information in CRM and financial planning systems (Redtail, Right Capital).
  • Assist in preparing client reports and presentations, including performance reviews and financial plans.
  • Process account maintenance, transfers, and other financial transactions.
  • Work closely with custodians like Charles Schwab and Fidelity to resolve account-related issues.
  • Handle sensitive client information with the highest level of confidentiality and integrity.
  • Foster long-term relationships with clients by providing exceptional service and anticipating their needs.
  • Support the advisory team in operational tasks, ensuring all administrative processes are efficient.
  • Collaborate with other team members to improve processes and client experiences.
  • Bachelor's degree in business, finance, or related field.
  • Minimum of 4 years of experience in customer service, preferably within the financial services industry.
  • Experience with financial planning software (Redtail, Right Capital) and familiarity with custodians like Charles Schwab and Fidelity is a plus.
  • Excellent communication and interpersonal skills.
  • Ability to manage multiple tasks in a fast-paced environment.
  • Strong attention to detail and organizational skills.
  • Ability to handle confidential and sensitive information with discretion.
  • Problem-solving skills and the ability to work independently as well as part of a team.
  • Health insurance
  • Unlimited paid time off
  • Dental insurance
  • 401(k)
  • Paid time off
  • Vision insurance
  • 401(k) matching
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