Job Detail

Client Service Manager

Client Service Manager

Grimes & Company

Westborough, MA

Job ID : 6852446a6e792b64623957594d736a6255513d3d

Job Description :

Established Metrowest Registered Investment Advisory firm seeking a Client Service Manager to support the onboarding and servicing operations of new and existing clients. The ideal candidate must be detail-oriented, have excellent communication skills, and posses a keen sense of prioritization, organization, and urgency. Industry experience is required.

Specific duties include but are not limited to:

  • Serve as the first point of contact for client requests
  • Respond to and manage client inquiries regarding their account(s) with factual information. Troubleshoot and research any account issues that arise
  • Communicate with clients at a high level in a clear, courteous and responsive manner through email, phone and mail
  • Input prospect, client, and account information into the firm’s CRM accurately by following the firm’s established procedures
  • Prepare and review account paperwork to determine accuracy and completeness
  • Process new account forms, confirming information entered at the custodial level matches information stored in firm’s CRM
  • Maintain contact with clients and custodians to ensure that all accounts have been opened and transfers have been completed
  • Assist clients in rolling over funds from qualified retirement plans, including initiating contact with the plan sponsor/administrator, aiding in paperwork questions, and following up with client once funds are received
  • Accurately prepare, on a timely basis, client account summary packets for upcoming WM/client meetings
  • Establish follow ups on activities as necessary and act promptly on these and any other assigned follow up items
  • Ensure all applicable clients satisfy their required minimum distributions from qualified retirement plans
  • Manage the day-to-day and cycle workflow for Wealth Manager’s clients
  • Maintain and manage client appointments in calendar for Wealth Manager/Financial Advisor
  • Provide recommendations for process improvements
  • Follow all compliance procedures as outlined in the Compliance Policy and Procedures Manual
  • Respond to the Chief Compliance Officer and other compliance personnel as required/requested for completion of various compliance tasks
  • Perform special projects as needed

Skills

  • High degree of accuracy and attention to detail, with strong problem solving skills
  • Dedicated team player with strong follow up and communication skills
  • Ability to organize, multitask, and prioritize in a deadline driven environment
  • Ability to use information from different sources and synthesize that information to accomplish tasks

Education, Training & Experience

  • Previous experience in Investment Management, Finance or related industry is required.
  • Bachelors degree in accounting, finance, economics, or related field is preferred but not required
  • Experience with Salesforce, Orion, Laserfiche, and/or Docusign is preferred but not required

Job Type: Full-time

Pay: $63,000.00 - $68,000.00 per year

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Employee assistance program
  • Flexible spending account
  • Health insurance
  • Health savings account
  • Life insurance
  • Paid time off
  • Parental leave
  • Vision insurance

Supplemental pay types:

  • Bonus pay

Work Location: Hybrid remote in Westborough, MA 01581

Company Details :

Name : Grimes & Company

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Details

: Westborough, MA

: 63000 - 68000 USD ANNUAL

: Today

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