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Wealth Management Client Case Manager
Job
Cobblestone Financial Services
Auburn Hills, MI (In Person)
$45,000 Salary, Full-Time
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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