The Client Service Manager provides an impressive level of client service ensuring all client interaction is completed at a very high standard of excellence and care.

Essential Functions

• Prepares all parts of client reviews for a complete and thorough summary of a client's financial situation
• Schedules and attends team meetings
• Schedules client meetings as necessary
• Discusses and organizes the follow-up tasks
• Maintains a clean client file and appropriately adds tasks or calendar items
• Assigns or coordinates tasks appropriately to the other team members
• Prepares client engagement agreements and supplements
• Executes stock, bond, mutual fund, and other trades as directed
• Assists in implementing new clients through creating agendas, tasks, followup items
• Populates and maintains accurate client data in reporting systems
• Prepares for client meetings by:
• Analyzing data from prior meeting
• Updating balances of all accounts
• Reviewing outside assets information
• Determining agenda items
• Creating agendas for upcoming client meetings
• Prepares or assists in monthly invoicing
• Monitors continuing education for Advisor and other team members
• Assists with various client mailings, client events, etc
• Answers phone and emails and takes initiative to handle the client's needs
• Assists with client communications and requests via:
• Phone calls
• Emails
• In-person meetings
• Etc.
• Commits to ongoing education and professional development to remain current
• Fosters an environment of open, honest, and timely communications
• Completes other duties as necessary to ensure a strong team environment and incredible client service
• Follows all compliance requirements
• Ensures the values of Clayton Financial Group are incorporated into the duties and responsibilities of this position
  

Knowledge, Skills, & Experience