Client Services Manager

Role and Duties Include, But Are Not Limited To:

· Operating the office in partnership with employer and investing time in the success of the firm. Work independently to organize and manage a wide range of administrative and client support activities. Possess strong written and verbal communication skills, build strong relationships with clients. Work with the financial advisor as a team to create new clients, serve existing clients, and run an efficient office including-

· Answer and greet incoming phone-calls and walk-ins

· Prepare reports and materials for client appointments

· Update prospective client and client data records

· Proactively contact clients to set or confirm appointments and offer appropriate services

· Contact existing clients to invite them to a face-to-face meeting with the financial advisor to review their financial goals

· Plan and prepare marketing materials and events with the financial advisor

· Organize and maintain the financial advisor's schedule

· Learn and implement new tools and systems that manage client contacts and increase branch efficiency

Demonstrate the following skills and abilities-

· Exceptional client service focus · Efficient organization, planning and time management skills · Self?directed initiative · Effective verbal and written communication · Ability to learn new tools and systems · Flexibility to adjust to evolving client and office needs

Job Type: Full-time

Pay: $36,883.00 - $39,883.00 per year

Benefits:

• Paid time off
• Paid training

Schedule:

• Monday to Friday

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Precautions are optional.

Ability to commute/relocate:

• Sand Springs, OK 74063: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor's (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• working with clients: 1 year (Required)

Language:

• English (Required)

Shift availability:

• Day Shift (Required)

Willingness to travel:

• 25% (Preferred)

Work Location: One location