NFP, an Aon company · 6 hours ago
Manager, Client Services
Oklahoma City, OK
Full-time
Onsite
Mid Level
$45K/yr - $65K/yrNFP, an Aon company, is a recognized leader in financial advisory services, seeking a Client Services Manager to join their team. The role involves coordinating client appointments, maintaining client relationships, and ensuring excellent client service in a warm office environment.
ConsultingFinancial ServicesInsuranceInsurTechWealth Management
Responsibilities
Assist with any questions regarding our services
Prepare paperwork for account set up, maintenance, distributions, etc
Track and follow up on asset transactions, document exceptions, etc
Prepare files for client review meetings
Cost basis updating
Communicate with various companies regarding services requests/issues
Assist with telephones and provide back-up to all CSMs and other persons of the firm, as needed
Document all correspondence (written and oral) with a client or PLC within database software
Duties, as required
Qualification
Required
Excellent interpersonal skills and phone demeanor
Extraordinary client service attitude
Genuine interest in people
Detail-oriented
Technologically literate
Exceptional with multi-tasking
Able to work independently
Excellent follow-through
Self-starter
Ability to coordinate client appointments and meetings
Ability to greet clients and handle phone calls
Ability to set appointments and maintain client relationships
Ability to work on numerous computer programs
Confidentiality
Computer proficiency in Outlook, Excel, Word, etc
Outstanding communication skills both verbal and written
Organizational skills
Telephone skills
Self-motivated
Positive attitude
Ability to work under pressure and manage difficult situations with ease
Excellent knowledge of various forms and requirements of custodial accounts
Preferred
Financial services experience
Company
NFP, an Aon company
NFP, an Aon company, helps companies and individuals address today’s most significant Risk Capital and Human Capital challenges.
Founded in 1999
5001-10000 employees
H1B Sponsorship
NFP, an Aon company has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (7)
2024 (2)
2023 (4)
2022 (10)
2021 (3)
2020 (1)
Funding
Current Stage
Public CompanyTotal Funding
$948.45MKey Investors
HPS Investment Partners
2023-12-20Acquired
2018-05-10Post Ipo Equity· $198.45M
2017-02-17Post Ipo Equity· $750M
Leadership Team
Douglas Hammond
CEO
Caleb Noel
Executive Vice President, Chief Financial Officer
Recent News
Company data provided by crunchbase