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Client Service Manager

Company: Larson Financial Group, LLC
Location: Saint Louis
Posted on: February 7, 2024

Job Description:

St. Louis, MO. On-Site PositionLarson Financial Group is seeking a Client Service Manager to manage the financial planning operations of an Advisor's practice. This position will have direct contact in working with the clients to achieve their financial goals by performing operational duties, servicing clients through diligent and detailed follow up, and keeping organized accounts of client information. This is a fast paced and rapidly growing practice, and it is the Client Service Manager's duty to ensure that the Advisor is spending their time in meetings and prospecting. The position will be a good fit for a driven person who desires a guaranteed salary with large upside income potential based on performance of the individual and the practice.Responsibilities include, but are not limited to:Help develop campaigns and maintain relationships to increase penetration of existing markets.Provide outstanding service to reproduce top clients.Gather data from clients for preparation of financial plan.Enter and manipulate information into Contact Management System and Financial Planning software.Maintain all calendar related items, schedule and confirm all meetings.Implement client touches to create concierge experience resulting in consistent referrals.Perform follow up and process new business; manage existing client relationships.Use email and notes to track next step in planning process for client, set reminders as necessary.Expectations:Ability to work with the Advisor and other support team members to accomplish a common goalBe able to conform to a changing environment and work at a quick pace, in order to achieve timely deadlinesThe client must be able to rely on the CSM for every financial need, whether it is finding the right answer or having it ready for themMust be a self-starter and goal orientedRequirementsSkills and Experience:Four-year degree or equivalent work experienceKnowledge of insurance/financial services industryExcellent verbal and written communicationService oriented attitudeAbility to maintain confidentiality of informationAbility to coordinate multiple tasks and priorities in a fast-paced environmentHigh attention to detailProficiency with Microsoft Office and OutlookExceptional organization and problem solvingLarson Financial offers a generous employee benefits & perks package:Profit Sharing Bonus Program401(k) Employer Safe Harbor Match up to 4%Medical Insurance (HDHP HSA plan 5000 - 100% paid for the employee)Dental InsuranceVision InsuranceER PD LT Disability InsuranceER PD Life InsuranceER PD EAPPaid time off (112 hours after 90 days)Holiday Pay (12 Holidays)Training & EducationER Events, Awards, ActivitiesSchedule:8-hour shift, M-F, DaysPI966085939372-25660-33751354

Keywords: Larson Financial Group, LLC, St. Louis , Client Service Manager, Executive , Saint Louis, Missouri

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