Company:
Tri-County Ambulance Service, Inc
Location: Chicago
Closing Date: 30/10/2024
Salary: £100 - £125 Per Annum
Hours: Full Time
Type: Permanent
Job Requirements / Description
Our growing South Shore financial planning firm is looking for a part to potential full-time Client Services Manager to join our team. Our boutique firm provides personalized service to our small client base of high net worth individuals and families.
Role:
- The Client Service Manager (a/k/a Manager of Getting Stuff Done) provides excellent service and operational support to the office staff and our clients.
- Builds positive relationships with clients, business partners, and vendors while working to deliver meticulous service and solutions.
Responsibilities will include but are not limited to:
- Responsible for the day-to-day operations and administrative functions of the office.
- Perform client billing.
- Run client performance reports.
- Data entry of financial planning data.
- Bookkeeping.
- Perform accounts receivable/accounts payable and bookkeeping responsibilities.
- Work with the firm's partners to communicate solutions either directly or indirectly with clients.
- Research and resolve client issues, as needed.
- Adhere to all compliance/risk procedures and follow corporate and industry protocols.
- Support the Chief Compliance Officer to ensure that all paperwork, policies, and procedures for client requests have been adhered to in order to satisfy compliance requirements.
- Participate in projects to improve processes and enhance the client experience.
- Assist with ongoing marketing efforts and social media efforts.
- Perform duties with confidence, minimal supervision, and sound judgment to mitigate risk for the firm.
Requirements:
- Excellent communication and computer skills, including MS Word, Excel, PowerPoint, and QuickBooks. Working knowledge of Customer Relationship Management (CRM) (Redtail, a plus) and Portfolio Management Software (Orion, a plus) strongly preferred. Research knowledge of software providers such as Morningstar, ValueLine, and Standard & Poor's.
- Working knowledge of custodial operations (Charles Schwab, a plus).
- Prior experience working with institutional trading platforms is helpful.
- Excellent interpersonal and organizational skills; strong attention to detail.
- Strong communication skills, including verbal and written.
- Must have a sense of urgency, ability to multi-task and work unsupervised, with excellent organizational skills and judgment, and strong prioritization skills.
- Must demonstrate a positive and professional image at all times.
- College degree and five years of industry experience preferred.
- Series 65 preferred (or ability to obtain within 90 days of hire).
- Certified Financial Planner (CFP) or working towards it is a plus.
Interested parties please contact Bill Harris at (888) 797-9009.
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Tri-County Ambulance Service, Inc