Client Experience Manager (Financial Services)

Heffernan Insurance Brokers; Walnut Creek (CA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

A financial services firm in Walnut Creek, CA is seeking a Client Service Manager to enhance client relationships and support advisors. Key responsibilities include managing client requests, preparing reports, and ensuring compliance. The ideal candidate should have 3+ years in financial services, hold necessary registrations, and exhibit strong communication skills. A salary range of $90,000 to $110,000 is offered, along with a comprehensive benefits package and opportunities for growth.

Qualifications

• Three plus years relevant working experience in the financial or investment management industry.
• Must have Series 65 or 66 registration.
• Must have Series 6 or 7 registration.

Responsibilities

• Respond to all client requests as soon as possible.
• Create, maintain, and update client accounts and agreements as needed.
• Process client transactions and confirm all were done as requested.

Skills

Communication skills

Client relationship management

Organizational skills

Proficiency in MS Office

Education

High School diploma or equivalent

Job description

A financial services firm in Walnut Creek, CA is seeking a Client Service Manager to enhance client relationships and support advisors. Key responsibilities include managing client requests, preparing reports, and ensuring compliance. The ideal candidate should have 3+ years in financial services, hold necessary registrations, and exhibit strong communication skills. A salary range of $90,000 to $110,000 is offered, along with a comprehensive benefits package and opportunities for growth.