What are the responsibilities and job description for the Client Service Manager (Client Service Analyst) position at FourThought Private Wealth?
- Our independent private wealth firm in Venice, FL, has an immediate opening for a full-time Client Service Manager
We are just steps from the beach in beautiful Venice between Tampa and Fort Myers. Our financial planning team includes professionals with CERTIFIED FINANCIAL PLANNER™ licenses and other industry designations. Our leadership team is committed to supporting our clients, community, team, and team and fostering a fulfilling work environment and culture built on trust and respect- all in a state-of-the-art facility where you can develop your career. We offer a competitive salary with a full slate of benefits, including bonuses, health, dental, and retirement.
Position Responsibilities include:
- Prepare planners for meetings with appropriate forms, reports, data, and research
- Prepare new investment account paperwork and manage the transfer of assets
- Perform portfolio administration about client data, contributions, and withdrawals
- Prepare and manage the completion of investment and insurance paperwork
- Respond to client requests for service and troubleshoot service issues
- Establish client files and maintain client data in the CRM program
Position Requirements:
- 3 - 5 years of experience in the financial services industry, such as brokerage, private wealth, RIA, and banking
- Bachelor's degree in finance, business, or related field
- Experience using customer relationship management (CRM) software, such as SalesForce
- Superior oral and written communication skills
- Organized, meticulous, detailed-oriented and able to multitask
- Good problem-solving and time-management skills
- Ability to exercisesoundd judgment by recognizing urgency and setting priorities
- Proven team player
Job Type: Full-time
Job Type: Full-time
Pay: $40,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Supplemental pay types:
- Bonus opportunities
Experience:
- Financial services: 3 years (Required)
Work Location: In person
Salary : $40,000 - $60,000