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Client Case Manager
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Cobblestone Financial Services
Auburn Hills, MI (In Person)
$45,000 Salary, Full-Time
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Job Description
Client Case Manager Cobblestone Financial Services Auburn Hills, MI Job Details Full-time $40,000 - $50,000 a year 1 day ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Life insurance Qualifications Customer service Employee relationship building Microsoft Office Morningstar Financial services Time management Full Job Description The Client Case Manager reports to the Owner/ Financial Advisor and serves as the primary contact for client account servicing and technical support. This position utilizes excellent customer service, independent thinking, time management and problem-solving skills to confidently provide solutions to the owner and clients in a timely, efficient, and professional manner. Primary Job Duties and Responsibilities Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation Maintain CRM database; define and ensure adherence to appropriate client service models utilizing the following:
Outlook, RedTail Technologies, DST, Advisor Central, MorningStar Albridge:
Client Info Updates / HouseHold Set-Up / Batch List Updates Advisor Group Software Assist in preparation of consolidated performance reporting on a monthly/quarterly basis Manage and update mailing lists for firm marketing efforts Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available Successfully partner with Broker Dealer for account maintenance and compliance Support the Owner/ Financial Advisor by handling all administrative functions for the firm Other responsibilities as assigned by the Financial Advisor Knowledge, Skills, and/or Abilities- Ability to manage and prioritize multiple and competing priorities in pursuit of business objectives
- Expert computer skills
- Ability to quickly master tools of the industry
- Excellent communication skills verbal and written
- Ability to build relationships with clients and internal partners
- Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
- Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork Education and/or Experience Ideally 2+ years of customer service experience in the financial services industry allowing for a strong understanding of broker/dealer operations Microsoft Office Innovative and independent work ethic
Job Type :
Full-time Pay :
Pay determined based on experience and qualificationsBenefits :
Paid time offHealth Insurance Retirement Plan Schedule:
Monday -Friday Work Location:
- 2701 Cambridge Ct #220, Auburn Hills, MI 48326 Company's website: http://www.
Next Steps:
- Send Resume and Cover letter to the