Client Services Director

Client Services Director

Duties include the following:
Develop and implement educational programs to instruct clients on important topics including the market and economy
Create standard, branded client documents to support the client lifecycle (onboarding, data gathering, annual review, etc.)
Develop marketing plans and manage marketing projects to build business with target households, based upon available resources
Assist financial advisor in identifying, targeting, and developing relationships with centers of influence such as tax preparers and attorneys
Create, proofread, edit professional presentations for client use
Define social media approach; create and deliver social media content
Create client service schedule for each client to ensure proper attention is given to each household based upon their target level of service
Assist current Client Service Associate as needed to provide service solutions to existing clients (open new accounts, change address, process distributions, etc.)
Manage calendar and travel on a weekly basis
Receive cross-training and assist with other operational functions as required
Additional Skills and Requirements:
Professional communication skills, both written and verbal
Mastery of Microsoft applications (MS Word, Powerpoint, Excel)
Willingness to learn new suite of software
Able to build relationships with clients
Act with a "service first" mentality, joyfully helping clients as needed
Base salary 42k-45k plus bonuses. If you are interested please send your resume to Andree@Stafffinancial.com for immediate consideration.