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The Mom Project · 1 week ago

Part Time Client Service Manager (Eugene, OR)

Eugene, OR

Full-time, Part-time

Onsite

Mid Level

The Mom Project is a growing firm that serves high net worth clients, women in financial transition, and business owners. They are seeking a Client Services Manager who will be responsible for processing client service requests, supporting financial advisors, and ensuring a high level of client satisfaction.

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Responsibilities

Process all service requests for current client requests; Realizing that superb client service sets Green Leaf Financial Consulting apart from other competitors and provides the most important factor in client retention, new business, and referrals. It is important that client service contact with clients be shown to be a positive and rewarding experience. All client service should be handled in a positive manner and, Be done efficiently and correctly the first time (rework cost time and money and leads to client dissatisfaction). Our motto is “NO-NIGO”; Be done timely, and that completion expectations are translated to clients; Be followed up on to make sure our other business partners (LPL (broker dealer), investment managers, Insurance carriers, etc.) are leveraged and sensitive to our client service expectations. Realizing that client servicing is a revenue generating activity to GLFC, all client service requests should be tracked efficiently and effectively to insure quick service to the client and rapid realization of revenue, Finally, ask questions, look for additional new business opportunities with client service requests

Support Financial Advisor(s)

Schedule and prepare for all current client appointments Prepare cases for all client meetings Prepare relevant reports for client meetings Meet, greet, seat clients and provide them World Class service

Process all client service requests Process incoming checks within 24 hours and outgoing check request Process all clients account changes, including beneficiary, address changes, EFTs, TOAs, RMDs, etc. As necessary, prepare all account/product forms and applications Maintain and update the client service request spreadsheet

Maintain all compliance records, and update necessary forms and licenses Administrative Duties Sharing of administrative duties including Filing and uploading documents to LPL and client electronic folders Mail opening and sorting Phone answering

Facility presentation and pick up Supplies Maintain Inventory and order office supplies

Conference Room Set-up Special Projects

Qualification

Financial securities experienceFinancial planning experienceInsurance industry experienceProficient in MS OfficeCommunication skillsClient relationship managementSales-support attitudeSelf-motivationAttention to detail