Client Service Manager

Adecco is assisting a local client with recruiting for a Client Services Manager job in Fond du Lac, WI. This Client Services Manger job is a direct hire opportunity!

The job requires candidates to oversee 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. If you meet the qualifications listed below – Apply Now!

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



This role requires experience managing a customer service team, financial services experience, Series 7, Series 66, State of Wisconsin Life, Accident and Health License.  Proficient in the following programs:   Microsoft Word and Excel, NetX360, Salesforce, Morningstar and other industry programs and CRMs


What's in this for you? 

  • Monday through Friday hours, employee appreciation, competitive benefits package, relocation assistance, family driven culture. Work, life balance  


Click on “Apply Now” to be considered for the Client Services Manager job in Fond du Lac, WI!  Schedule an immediate interview!


Equal Opportunity Employer Minorities/Women/Veterans/Disabled

The Company will consider for employment qualified applicants with arrest and conviction records

  • Apply with Adecco

Reference number US_EN_99_026909_563759