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 - onsite
• Note: Candidates must have the following licenses for consideration: SIE, Series 7, 66, & MN Life and Variable Annuity.

What you will do as the Client Services Manager:

• 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.

What you will bring to the role as the Client Services Manager:

• High school diploma
• Must have the following licenses: 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