Client Service Manager

Adecco is assisting a Fond du Lac Area Retirement Planning and Investment Resource firm for a Client Services Manager position.  This position oversees all client service teams to ensure client needs and services are achieved with the highest level of customer satisfaction.  This position reports directly to the owner of the firm.

Essential duties and responsibilities:
¿    Supervise, manage and train the Advisor Support Team, Client Service Team and Administrative Support Team to ensure a superior client experience
¿    Champion existing exceptional client service experience
¿    Regularly work within and provide support to the Advisor Support Team, approximately 25-35% of the time
¿    Maintain client information and office protocols regarding compliance, documentation and data quality
¿    Keep firm up to date on all registration and compliance requirements
¿    Learn, adapt and socialize existing internal systems and processes
¿    Ensure operational efficiency
¿    Oversee coordination of firms projects as assigned
¿    Responsible for recruiting, evaluating and termination process along with the management team
¿    Resolve and manage client service items in a proactive manner to enhance the client service experience
¿    Ability to draft, coordinate and supervise the execution of documents and applications

Required attributes:
¿    Ability to provide a superior client experience by creating an environment that fosters teamwork, positive attitudes, support of management and support of the firm's mission and values
¿    Demonstrate sound decision making and strategic thinking, which reflects an understanding of the firm¿s business and its priorities to its clients
¿    Ability to effectively manage a support team to include mentoring and training
¿    Ability to create a work environment that empowers staff members to continually improve processes and procedures to more effectively impact the quality of the client experience
¿    Strong attention to detail
¿    Excellent organization and time management skills
¿    Strong written and verbal communication skills
¿    Ability to manage multiple projects and prioritize effectively
¿    Creative problem solver with an ability to anticipate needs and actively participate in a continuous improvement culture
¿    Working knowledge of financial industry processes, standards, paperwork

Qualifications/Requirements
¿    Experience managing a customer service team
¿    Financial services experience 
¿    Series 7 and Series 66

  • Apply with Adecco

Reference number US_EN_99_026909_1207151