Functions:

Client Servicing, Training Service Team & Advisor Support Type:

Full Time Salary:

Competitive Salary +

Quarterly Variable Compensation Package Benefits:

Health, Dental, & Vision Insurance Coverage; Vacation, Personal, & Holiday leave. 401(k) savings plan with employer match.

Experience:

CFP- preferred, Series 65/66 & Life Insurance License Required +3 years of leadership experience required. eMoney Advisor software experience required.

Reports To:

Principle of Practice Position Highlights Prostatis Group is seeking a Client Services Manager to manage a team 5-10 service assistants who directly support the firm principles. This individual must have CFP credentials, possess a Series 65 or equivalent and a licensed Maryland health and life insurance agent. You must be a seasoned leader, highly administrative and fluent in the industry as well as related software, such as eMoney, RedTail, Charles Schwab and Fidelity Wealthscape . You will be responsible for executing the operational processes for on boarding & servicing across all product lines while ensuring world-class service of the firm's clients. You & your team will support the advisors by preparing for meetings, conducting investment research, processing new business paperwork, cashiering and trading. This is a fantastic opportunity for a detail oriented, self-motivated leader to excel in a fast-paced, challenging environment. Principle Duties & Responsibilities

• Function as the first point of contact for all new business, transfers and service-related requests.
• Provides leadership and guidance to the internal operations team by customizing an individualized career path for each teammate. Coaches. Inspires.
• Utilize financial planning software, specifically eMoney, to prepare documents for client meetings
• Onboard clients into money management software
• Preparing support materials and reports for advisors
• Build relationships with new & existing clients.
• Participate in internal and external client meetings & debriefs.
• Ensure that data is accurately entered & managed within the company's CRM
• Meet with advisors regularly to review appointments and cases
• Assist with the creation and implementation of workflows and procedures to improve efficiency and enhance client experience. Knowledge, Skills & Abilities Required
• Experience with eMoney, Charles Schwab and Fidelity Platforms Required
• Proven leadership experience required
• Strong analytical and critical thinking skills
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills. Able to work efficiently in a fast-paced environment
• Highly refined analytical and human relations skills
• Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently
• Ability to excel in a competitive, team-oriented environment
• Advanced verbal and written communication and interpersonal skills
• Proficient in

Microsoft Office Suite & Google Workspace Job Type:

Full-time Pay:

$80,000.00 - $125,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Flexible schedule Health insurance Health savings account Life insurance Paid time off Parental leave Professional development assistance Vision insurance

Experience:

Emoney/Red Tail:

3 years (Required)

License/Certification:

Series 65, 66, or CFP (Required)

Work Location:

In person