As a Client Services Manager in our new Silver Spring, MD office, you will play a critical role in servicing our clients and managing back-office responsibilities. The Client Services Manager helps the office run efficiently and ensures clients have a positive experience. The successful candidate has experience in the financial industry.

Responsibilities

• Serve as the first point of contact for clients and visitors in our office and on the phone.
• Process investment and insurance applications, required minimum distributions, and beneficiary changes.
• Respond to client questions regarding online access, accounts, policies, and procedures.
• Follow up on open cases, transfers, and underwriting.
• Schedule office and virtual meetings with clients.
• Process client requests (e.g., wires, checks, journals).
• Organize client files and make sure they are in good order.
• Produce performance, production, and compliance reports.
• Maintain CRM and marketing database.
• Other responsibilities as may be assigned.

Qualifications

• B.A. or B.S. degree.
• 2-3 years of experience as a Client Service Associate at a financial services institution.
• Excellent customer relations skills.
• Strong written and verbal communication skills.
• Demonstrated ability to accomplish a variety of tasks in an efficient, timely, and organized manner.
• Strong Microsoft Office competency (Outlook, Word, Excel).
• Due to financial industry regulations, candidates with arrest records or drug/alcohol abuse issues cannot be considered. Fingerprinting and background check will be required.
• Health & Life insurance license preferred. We are willing to sponsor an insurance license for the successful candidate.

Job Type: Full-time

Pay: $55,000.00 – $65,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off

Schedule:

• 8 hour shift

Supplemental Pay:

• Bonus pay

COVID-19 considerations:
Employees and visitors are required to be vaccinated.

Ability to commute/relocate:

• Silver Spring, MD 20901: Reliably commute or planning to relocate before starting work (Required)

Education:

• Bachelor’s (Required)

Experience:

• customer service: 2 years (Required)

Work Location: One location