Client Services Manager

Accounting Resources; St. Louis (MO); On-site; USD 42,000 - 60,000; Full time

Job summary

Accounting Resources seeks a client-focused professional to develop relationships with clients and support Advisors in daily operations. You will research complex cases, coordinate transfers, and maintain client records while staying current on market and economic developments.

The role requires regular in-office presence and the ability to manage multiple tasks for diverse clients and committees, ensuring accurate data and proactive client service.

Qualifications

• Self-starter with ability to work independently.
• Ability to manage multiple projects concurrently.
• Positive attitude with strong client interaction skills.
• Regular in-office presence is required.
• Must be authorized to work in the United States.

Responsibilities

• Assisting Advisors and Partners in daily operations and understanding team processes.
• Researching unique and complex situations as they arise.
• Establishing rapport with clients as a trusted liaison between client and Advisors.
• Coordinating account transfers and confirming cost basis information for incoming assets.
• Populating and maintaining systems data and client files.
• Verifying client account cash balances and reviewing monthly cash reports.
• Staying informed on financial markets, global events, and economic happenings.
• Assisting with development of client presentations.
• Assisting committees with agendas and action items.
• Maintaining clear client communications.

Skills

Self starter

Multitasking

Interpersonal skills

Office presence

US work authorization

Job description

In this role, you will develop and build relationships with our clients through frequent interaction, providing dedicated service to meet client needs.

Responsibilities

• Assisting Advisors and Partners in daily operations and developing a comprehensive understanding of team processes and procedures
• Researching unique and complex situations as they arise
• Establishing a rapport with clients as a trusted liaison between the client and Advisors
• Coordinating account transfers and confirm cost basis information for incoming assets
• Populating and maintaining systems data and client files
• Verifying client account cash balances, generating and reviewing monthly available cash report
• Remaining well-informed of financial markets, global events, and general economic happenings
• Assist with the development of client presentations
• Assist different committees with agendas and various action items
• Client communication

Qualifications

• 2-3 years of work experience

Required Skills

• Self starter and ability to work independently
• Ability to manage multiple projects at once
• Positive attitude and ability to interact with internal and external clients
• Ability to come into the office on a regular basis
• Must be authorized to work in the United States