We’re seeking a highly skilled, energetic, full-time Client Service Manager (CSM) who is honest, hardworking, and organized to join our fast-paced financial planning firm. In this role, the CSM would work directly with Matt to create a great client experience.

The specific responsibilities may include, but are not limited to the following:

GENERAL SUPPORT & MARKETING

• Responsible for helping to maintain a full calendar with 20 to 25 client/prospect meetings each week.
• Spending 1 hour on the phone daily contacting clients & new referrals to schedule meetings with Matt.
• Maintaining Matt’s calendar, coordinating reschedules, and scheduling follow-up appointments.
• Managing in-bound e-mail and phone communications from clients and referrals while Matt is in meetings.
• Building client loyalty and our brand in the community through our social media presence, and newsletter.
• Track and report team production.
• Working with the marketing department to organize events with clients.
• Support Matt in driving towards organizational and team goals.

CLIENT SERVICE & FINANCIAL PLAN PREPARATION

• Coordinate the preparation of Financial Plans and Presentations through our Financial Planning Services Team
• Prepare Insurance applications and see them through until approval.
• Prepare for review meetings with updated planning material.
• Managing new client onboarding and preparing paperwork needed for new policies and investment accounts.
• Manage onboarding of new clientele to make sure they have the best client experience.

QUALIFICATIONS

• Alignment with firm values and genuine interest in serving our community through world-class financial planning.
• Absolute integrity and ability to maintain complete confidentiality in relation to our client’s financial affairs.
• Strong attention to detail, accuracy and reliability with the ability to thrive in a fast-paced environment.
• Confident and comfortable phoning including objection handling and conversational e-mail communication.
• Must be great with new technology, our firm is nearly 100% paperless and much of what we do is digital.
• Proficient in Outlook, PowerPoint, Excel, and Word.
• Bachelor’s Degree.
• Previous financial service industry experience preferred.
• Preferred CA life and health, series 6 and 63 licensed or willingness to gain licensing upon employment.

COMPENSATION & BENEFITS

We believe in building a team that loves what they do and creating a work environment that supports long-term career growth. Accordingly, we provide a highly rewarding compensation package which includes:

• A competitive base salary based on experience and licensing.
• A significant incentive (bonus) compensation plan driven by both individual and firm performance.
• 100% Employer-Paid licensing, professional development, and education opportunities.
• Paid Time Off.
• Holiday Pay.
• A world-class rewarding work environment.