Client Service Specialist/Practice Manager
Core
Manage daily operations of a financial planning office and provide direct client support to ensure accurate account setup and a unique client experience.
Role type
Client Service Specialist / Practice Manager
Builds
Financial advisory practice operations and client service delivery
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, Office operations management, Account administration, Client communication, Regulatory compliance, Project coordination
Preferred skills
Securities licensing (Series 7, 66), Life/Health insurance licensing, Client seminar organization
Technologies
MOD, Go Social, Advisor website
Responsibilities
Maintain client management system, Coordinate client appreciation events and seminars, Answer client questions regarding account servicing, Conduct transaction requests, Maintain files and records per retention policy, Provide recommendations on key practice tools
Seniority
Mid-level, hands-on operational role