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Dahl Consulting
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Client Services Manager
Posted: 11/22/2024
2024-11-22
2025-01-04
Employment Type:
Permanent
Category: Business Professional
Job Number: 27385
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
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!
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- Worksite Location: St. Cloud, MN - onsite
- Salary Range: $52,000-60,000
- Note: Candidates must have the following licenses for consideration: SIE, Series 7, 66, & MN Life and Variable Annuity.Â
- Scribe during client meetings
- Direct contact with advisors and clients
- Submit the annuity applications
- Complete and verify client investment transactions directed by an advisor
- Resolve client issues and call the client back when the problem has been resolved
- Call clients to request more information or discuss follow-up
- Provide stellar service to clients and remain focused on the overall client experience
- Review appointment schedule with an advisor and provide support for meeting preparation and follow-up
- Handle service calls and correspondence from clients, corporate offices, or other professionals.
- Record all client communications in the Client Relationship Management (CRM) system, for example, interactions, preferences, reporting, tracking, etc.
- Perform operational processing, including money movement, service requests, applications, check deposits, etc.
- High school diploma
- Must have the following licenses:Â SIE, Series 7, 66, & MN Life and Variable Annuity
- Strong organizational and computer skills
- Attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor and company
- Ability to support compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
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