CWMG Client Service Manager
Carson Wealth Management Group (CWMG) is headquartered in Omaha, NE, but we serve clients across the nation. Our experienced, dedicated wealth management team is responsible for over $4.3 billion in assets under advisement for select families, business owners, professional athletes and institutions. We offer our clients services including Portfolio Management, Wealth Planning, Risk Management, Estate Planning and Tax Planning.
Become a member of a fast-growing, well-respected team in the financial planning industry that has been #1 with our broker/dealer for the last 20 years. Join a team that has been named in Worth Magazine's "Top 200 Financial Advisors" for the last 5 years and ranked #7 in the US by Barron's (#1 in Nebraska) for many years. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles.
Summary
The role of the Client Service Manager is to assist team members in preparing paperwork and ensuring every aspect of client accounts are set up accurately and properly maintained. This role will provide on-going service and support to clients by providing service that exceeds expectations. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Manager must be able to manage multiple projects and will be responsible for each project’s objectives and oversee quality control.
Responsibilities
Field of Experience
Administrative/Technical Skills
Benefits
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. The position is based in our very professional West Omaha office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply. Only qualified individuals will be contacted.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Become a member of a fast-growing, well-respected team in the financial planning industry that has been #1 with our broker/dealer for the last 20 years. Join a team that has been named in Worth Magazine's "Top 200 Financial Advisors" for the last 5 years and ranked #7 in the US by Barron's (#1 in Nebraska) for many years. We are looking for a motivated, professional, and energetic individual with experience in a wide variety of roles.
Summary
The role of the Client Service Manager is to assist team members in preparing paperwork and ensuring every aspect of client accounts are set up accurately and properly maintained. This role will provide on-going service and support to clients by providing service that exceeds expectations. This includes determining what actions need to be completed to set up new accounts or perform maintenance on existing client accounts on an accurate and timely basis. Coordination of projects, training, and on-going development of improved office procedures is also required. The Client Service Manager must be able to manage multiple projects and will be responsible for each project’s objectives and oversee quality control.
Responsibilities
- Maintain accurate and complete client information in the database
- Prepare paperwork to open and/or maintain client accounts to the specifications requested by the Advisor
- Follow the guidelines provided to achieve goals and deliverables that support business goals in collaboration with management and stakeholders.
- Effectively understand and be able to communicate project expectations to team members and management in a timely and clear fashion.
- Assist in developing processes and procedures that enhance accuracy and streamline processes.
- Assist in setting and continually meeting project expectations with team members and management.
- Completes tasks and responsibilities to appropriate team members as needed.
Field of Experience
- 3 years of experience in the financial industry required
- Knowledge of Financial Advisor office tools (i.e. Orion, Goldmine, Redtail, SalesForce, etc) preferred
- Knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
Administrative/Technical Skills
- Analytical and research skills
- Attention to details
- Compile statistics and reports
- Planning and organizational skills
- Project and time management skills
- Manage multiple projects with precision
- Written and verbal communication skills
- Occasional Travel
Benefits
In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. The position is based in our very professional West Omaha office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational and focused on healthy living. Smokers need not apply. Only qualified individuals will be contacted.
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.