Client Services Mgr -

Location: Brentwood
Posted on: November 20, 2024

Job Description:

The Client Services Manager?s main realm of responsibility will be the complete management and facilitation of the client experience. They will be working closely with the two managing partners who are responsible for all business development and growth of the firm. The duties of the CSM will include all aspects of the client life cycle from coordinating and scheduling of meetings with all involved parties, preparing all meeting materials, conducting all follow up tasks including the completion and the obtaining of signatures on all financial documents as well as all background work necessary in obtaining financial documents/information and any necessary vendor requirements.

This position will be reporting to the two managing partners of the firm and will be sharing in some of the general administrative office duties of the firm as needed.

Skills Requirements:

? Must possess the ability to develop client relationships

? Demonstrated project management skills in a client relations capacity with a strong follow through ability

? Must have past experience in the financial services arena and literate in various aspects of insurance and investments especially as it relates to applications/forms and overall workings of the industry.

? Demonstrated ability to recognize possible areas of improvement in work flow, create new processes and then follow through with established processes

? Must possess great communication skills, computer skills and must be coachable.

We are an equal employment opportunity employer and will consider all qualified candidates without regard to disability or protected veteran status.

Keywords: , Bowling Green , Client Services Mgr -, PR / Public Relations , Brentwood, Kentucky