Client Service Manager - San Rafael

Company: Carson Group Holdings, LLC
Location: San Rafael
Posted on: June 20, 2022

Job Description:

Job DescriptionWho We AreIn an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It's the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice. Who We WantThe Client Service Manager will assist the Wealth Advisor by providing service and support to clients for the San Rafael, CA offices. This position is an integral part of ensuring every aspect of client accounts are set up accurately and properly maintained. This role will provide on-going service and support that exceeds the client's expectations. What To Expect

• Become client's primary point of contact for any service-related items
• Maintain an accurate and complete database of client information in FSC
• Anticipates the needs of the Advisor and client to provide world-class service
• Attend A+ and A reviews and all prospect meetings with Advisor, as needed
• Work with DOFI to schedule review meetings including CPA, Insurance and Estate planning reach-outs as necessary
• Update eMoney &/or CX in conjunction with the advisor
• Schedule prospect prep-work including mastery of the lead to prospect process and follow-ups as necessary in coordination with Advisor
• Coordinate and process all money movement, strategy changes and paperwork for existing clients and prospects, with the DOFI as necessary
• Complete mastery of Carson internal systems including but not limited to CX, Digital Allocation Tool, eMoney Decision Center, FSC, Orion, TD Ameritrade/Schwab and Fidelity websites
• Make outgoing calls with DOFI/Advisor for all client appreciation events, prospect events and educational seminars as required
• Schedule Client Reviews and quarterly touch base calls for all A+ and A clients as required and in conjunction with the advisor
• Work with Advisor on random acts of kindness for all clients
• Provide office management and phone support, as needed
• Other duties, as assigned What You Need
  • Knowledge of Financial Advisor office tools (i.e. Orion, FSC, CX, etc)
  • Minimum of 1-3 years in Securities Industry
  • Excellent knowledge of Microsoft Office, including Word, Access, Excel, and Outlook
  • Excellent interpersonal & communication skills
  • Ability to handle multiple tasks with precision
  • Genuine interest in learning and growing relationships with clients and prospects
  • Excellent attitude and an extraordinary client service orientation
  • Excellent organizational and time management skills In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.

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