Financial & Tax Architects ยท 1 day ago
Client Service Manager
St Louis, MO
Full-time
Onsite
Entry, Mid Level
2+ years expFinancial & Tax Architects is dedicated to guiding clients in achieving their retirement goals. They are seeking a Client Service Manager to support financial advisors and ensure optimal client satisfaction through various administrative and client-facing responsibilities.
AccountingConsultingFinancial ServicesRetirement
Hiring Manager
Carlina Lambert SHRM-CP
Responsibilities
Provide exceptional service while maintaining client accounts
Prepare necessary documents and applications for client accounts
Assist clients with transactions and inquiries pertaining to their accounts
Ensure accurate and up-to-date data management for daily operations
Communicate with clients to schedule and confirm appointments and seminars/classes
Support advisors in the execution of educational events
Prepare key financial plan elements under the guidance of a Financial Advisor
Provide administrative support as needed to ensure the efficient operation of the office
Qualification
Required
Minimum of 2 years' experience in client service, administrative support, or a related field
Strong organizational skills and attention to detail
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and other relevant software
Ability to handle multiple tasks and prioritize effectively
A personable, competent, proactive, and client-focused attitude that puts clients at ease and establishes you as a true professional
Ability to lift 50-pounds as this role frequently moves office and classroom supplies
Preferred
College degree preferred
Experience in mortgage processing or financial services is a strong advantage
Experience in the financial services industry
Knowledge of client account management and related documentation
Familiarity with scheduling software and CRM systems
Ability to work independently and as part of a team
Problem-solving skills and the ability to handle challenging situations with professionalism
Benefits
Health Insurance - 50% employer coverage
Dental Insurance
Vision Insurance
401(k) with 3% match
Paid vacation/PTO
Hands-on, comprehensive training and development
Flexible work-life balance
Family-oriented environment
Company
Financial & Tax Architects
Financial & Tax Architects offers cash and investment management, estate and tax preparation, and retriment planning solutions.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase