Client Services Manager

Fit is seeking a highly motivated Client Services Manager who is looking to grow their career in the financial planning and wealth management industry. This position is paying in the $30-40K range, depending on experience, plus benefits.ResponsibilitiesAssist with advisor needs such as setting up new accounts, transaction status, money movement, transfer of account, retirement services, disability/life/long-term care insurance, and various other account maintenance topicsProvide outstanding client serviceDocument in a Client Relationship Management (CRM) platformQualificationsBachelors degree required3+ years of financial services experienceSeries 7 and 63 preferred but not requiredProficiency with Microsoft Excel, Outlook, Word, PowerPointKnowledge of Investment Industry, Securities, and InsuranceSelf-starter

Created: 2021-11-29