Skip to main content

Client Service Manager

Employer
BDS Financial Network
Location
Solon, Ohio
Salary
$60,000 - $65,000
Closing date
Jun 26, 2024

View more

Job Role
Manager
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Preferred

Job Details

Principal responsibilities

 

Provide service to the current clients as per the instructions provided. Delegate follow-up client work to other members of the firm. Meet with clients to go through paperwork; ensure that all required forms are completed accurately. Generate reports, such as position statements, for meetings with clients. Draft letters as necessary. Assist with workflow needs in office: Maintain updated client contact records using CRM software. Follow up on outstanding transactions (e.g., transfers). Maintain up-to-date and organized client files, including copies of all signed applications and forms, according to compliance requirements. Prepare and send outgoing mail. Maintain appropriate turnaround time on incoming items (e.g., 24 hours for checks).  

 

Company

Company info
Website

Apply for Client Service Manager

Already uploaded your CV? Sign in to apply instantly

Fields marked with an asterisk (*) are required

Your file must be a .doc, .pdf, .docx, or .rtf. No larger than 1MB
Selected file:

Find out more about TopResume

When you apply for a job we will send your application to the named employer, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please contact us. All emails will contain a link in the footer to enable you to unsubscribe at any time.

Get job alerts

Create a job alert and receive personalized job recommendations straight to your inbox.

Create alert

Similar jobs