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Client Services Manager
Ref No.: 17-18056
Location: Santa Clara, California
****PLEASE DO NOT SHARE THE CLIENT'S NAME TO CANDIDATE AND MAKE IT CONFIDENTIAL***
****URGENT NEED CLIENT SERVICE MANAGER LOCATED IN SANTA CLARA, CA.

Are you the kind of person who likes helping people reach their personal goals and accomplish their dreams?
Are you motivated by a fast paced environment and a tight-knit team?
Do you have a place for everything and everything is in its place?
So, tell me, what would an exceptional Client Service Manager do each day?
  • Utilize your highly skilled, Jedi professionalism to communicate with our clients via all platforms
  • Ignite the turbo when communicating with clients, vendors, advisors and headquarters
  • Establish phenomenal, unrivaled relationships with all of our awesome clients
  • Schedule & prepare mind-blowing client and new prospect meetings
  • Use necessary ninja moves to meet all appropriate deadlines
  • Become a mastermind of account types and the basic IRS rules that govern them
  • Pride yourself on the accuracy of processing daily money movements within client accounts
  • Know the Ins & Outs Client Management Systems – Track yourself, so you don't wreck yourself!
  • Be the wing person for the advisor for ticket reconciliation & placing trades
  • Use your rock star initiative to complete other tasks as called upon