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Dahl Consulting
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Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Manager for a permanent role! Interested? Get more details below
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed
Client Services Manager
Posted: 04/15/2024
2024-04-15
2024-06-19
Employment Type:
Permanent
Category: Administrative, Clerical & Customer Service
Job Number: 26569
Job Description
Join a growing team and gain great work experience! Dahl Consulting is currently partnering with a leading company in the financial services industry. We work one-on-one with great candidates to help connect them with employment opportunities. This company is hiring a Client Services Manager for a permanent role! Interested? Get more details below
- Worksite Location: St. Cloud, MN
- Coordinate advisor workflow and receive advisor work requests
- Review the appointment schedule with an advisor and gather or prepare any additional materials needed or requested by the advisor
- Complete work requests and serve as the advisor’s workflow liaison with other staff
- Handle service calls from clients, corporate offices, or other professionals
- Record all client communication and interaction in the Contact Manager
- Complete client investment transactions as directed by an advisor
- Resolve client issues
- Complete forms and applications following client appointments
- Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures
- High school diploma
- Working knowledge of basic computing
- Proficient in Microsoft Word, Microsoft Excel, and Microsoft Outlook
- Working knowledge of Ameriprise Technology Applications, including - Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager, etc.
- Ability to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs
- Ability to maintain client and business confidentiality
Take the first step on your new career path! To submit yourself for consideration for this role, simply click the apply button and complete our mobile-friendly online application. Once we’ve reviewed your application details, a recruiter will reach out to you with the next steps! For questions or more information about this role, please call our office at (651) 772-9225.
As an equal-opportunity employer, Dahl Consulting welcomes candidates of all backgrounds and experiences to apply. If this position sounds like the right opportunity for you, we encourage you to take the next step and connect with us. We look forward to meeting you!
#BP.Indeed