What are the responsibilities and job description for the Client Service Manager position at Grimes & Company?
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
- Employee assistance program
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Vision insurance
Compensation Package:
- Bonus opportunities
Schedule:
- Monday to Friday
Work Location: Hybrid remote in Westborough, MA 01581
Salary : $63,000 - $68,000