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Client Service Manager

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

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Job Role
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification

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).  


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