Client Service Lead & Office Operations Manager

ProWealth Financial; Maple Grove (MN); In loco; USD 42.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) Match

Paid Time Off (PTO)

Monday through Friday schedule

Professional development and growth

Descrizione del lavoro

ProWealth Financial is seeking a Client Service Manager & Office Lead to join our team. This role focuses on exceptional client service, relationship building, and ownership of daily office operations within a growth-focused financial services firm.

The candidate should be organized, proactive, and committed to delivering outstanding client experiences. Excellent communication and leadership potential are essential, with long-term growth opportunities within the firm.

Competenze

• 3+ years of experience in wealth management or financial services.
• Strong client service and relationship management skills.
• Excellent written and verbal communication abilities.
• Strong organizational skills and attention to detail.
• Ability to prioritize, multitask, and work efficiently in a fast-paced environment.

Mansioni

• Serve as the first point of contact for clients and prospective clients.
• Build strong relationships through exceptional customer service.
• Respond to client inquiries and service requests in a timely manner.
• Coordinate client meetings, appointments, and advisor schedules.
• Monitor and manage incoming phone calls and emails.
• Process new account paperwork and account maintenance requests.
• Assist clients with transactions, distributions, and service needs.
• Enter and maintain client information within CRM system.
• Document client interactions and meeting notes.
• Handle incoming and outgoing mail, scanning, and document management.
• Coordinate client events and appreciation activities.
• Manage birthday and anniversary mailings.

Conoscenze

Client service

Relationship management

Communication skills

Organizational skills

CRM systems

Microsoft Office

Google Workspace

Spreadsheets

Formazione

Bachelor's Degree

Strumenti

CRM systems

Microsoft Office

Google Workspace

Spreadsheets

Descrizione del lavoro

ProWealth Financial is seeking a Client Service Manager & Office Lead to join our team. This role focuses on exceptional client service, relationship building, and ownership of daily office operations within a growth-focused financial services firm.

The candidate should be organized, proactive, and committed to delivering outstanding client experiences. Excellent communication and leadership potential are essential, with long-term growth opportunities within the firm.