Client Service Manager Position Available In Richland, South Carolina

Client Service Manager Capital City Financial Partners 6208 Garners Ferry Rd, Columbia, SC 29209

About Us:

Capital City Financial Partners is a small financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices. Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you?

Job Description:

The primary goal of this position is to provide our clients with an exceptional experience through exemplary service. The Client Service Manager, who plays a critical role on the Service Team, partners with our Financial Advisors to execute the effective implementation of clients’ financial plans and goals while strengthening relationships. This role will play a crucial role in making certain the firm is meeting its financial and service commitments to its clients in a manner that is efficient, timely, and compliant with all applicable rules and policies.

Typical responsibilities include:

Serve as a point of contact for both the Advisory and Client Service Teams to ensure timely and accurate completion of processing client requests and needs Serve as the main point of contact for clients, providing a high degree of service through building trust and strengthening relationships to demonstrate the firm’s commitment to our clients Develop an understanding of the general account structures, affiliate hierarchy, and company operations Partner with Financial Advisors to effectively prepare for prospect meetings and client reviews Executive effective communication to necessary stakeholders regarding open items and questions Tracking new business processing and assets in both Excel spreadsheets and CRM program, increasing department and company efficiency and accuracy Answering and routing incoming calls and making outbound calls to clients and companies You are perfect for this role if you have: An unwavering commitment to serve others A belief that this is more than just a paycheck; that the work you do is purposeful Bachelor’s degree (Business, Hospitality, or related major preferred) and/or 5+ years of professional experience Basic understanding of the financial services industry Superior organizational & time management skills; ability to multitask Excellent relationship building skills Excellent communication skills, both verbal and written Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint) Experience with Redtail/CRM preferred Traits we’re looking for: People oriented; relationship focused Detail oriented Empathetic & engaging Methodical Professional Dependable Strong initiative Team player Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing). The starting base salary for this role will be $45,000- $60,000 (OTE $50,000- $67,000).

Job Type:

Full-time Pay:

$45,000.00 – $60,000.00 per year

Benefits:

401(k) 401(k) 3% Match 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Retirement plan Vision insurance Volunteer time off Work from home

Compensation Package:

Bonus opportunities Performance bonus Profit sharing Quarterly bonus Yearly bonus

Schedule:

8 hour shift Day shift Monday to Friday Application Question(s): Would you describe yourself as detail oriented AND relationship focused? Are you seeking a meaningful career that goes beyond just earning a paycheck?

Education:

Bachelor’s (Required)

Experience:

financial industry: 2 years (Required)

License/Certification:

Series 65, Series 7, or Series 6? (Preferred) Ability to

Commute:

Columbia, SC 29209 (Required)

Work Location:

In person