Job Title:
Client Service Assistant Manager
Job Code:
6908
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Sep 22 2022
Expires On:
Oct 22 2022
Responsibilities:
- •Act on escalation for direct reports including assisting in complex inquiries and client issues
- •Collaborate with internal teams to conduct trainings and foster and strengthen team dynamic
- •Develop and maintain internal and external relationships
- •Listen, understand, and respond to requests in a timely manner to provide top level service to clients' needs
- •Liaise with internal teams when needed for client responses
- •Manage and complete requests defined by client service procedures including the delivery of recurring requests
- •Provide insight to activities and identify areas of improvement or concerns to assist with ongoing client meetings
- •Coordinate and facilitate the client onboarding process as well as provide support to client during the closing process
- •Participate in meetings with potential and prospective clients regarding the client service model as well as the post- onboarding experience
Qualifications:
- •Bachelor's Degree with 6+ years experience within the financial service industry
- •Highly organized with a keen attention to detail
- •Excellent written or verbal communication skills
- •Strong client relationships and management skills
- •Team player within all levels of the organization
- •Familiarity with investment and performance concepts as well as the ability to analyze these
- •Knowledge of Salesforce
- •Prioritize multiple projects in a fast-paced environment with competing deadlines
- •Leadership experience including developing and supporting teams
- •Demonstrate sound judgement and consider impacts on decisions
Required Years of Experience:
6
Additional Info:
For more information contact: Lindsay Flynn (617)728-4100 | lindsay@fanning-boston.com
Salary Range:
115k