Client Service Manager

Job Summary

A company is looking for a Client Service Manager to enhance client relationships and manage financial paperwork.

Key Responsibilities

• Oversee new client onboarding and ensure accurate completion of necessary paperwork
• Manage client relationships by preparing account transactions and addressing client requests
• Prepare materials for client meetings and conduct follow-up on client reviews

Required Qualifications

• 4-year college degree required
• 2+ years of industry experience in client servicing
• Proficient with Salesforce, PowerPoint, and Microsoft Office
• Demonstrated industry and product knowledge
• Ability to build and maintain effective relationships with clients