NFP, an Aon company
Join to apply for the
Manager, Client Services
role at
NFP, an Aon company Join to apply for the
Manager, Client Services
role at
NFP, an Aon company Get AI-powered advice on this job and more exclusive features. MANAG012944_1
Retirement Investment Advisors, Inc. a local retirement planning firm, is proud to be recognized as a
Top Advisory Firm
in more than 40 local and national publications. This includes recognition as a "Best Financial Advisor" by both
Expertise.com
and
AdvisoryHQ .
Dynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Other duties will include greeting clients, handling phone calls, setting appointments, maintaining client relationships, and working on numerous computer programs.
The emphasis of our business is comprehensive financial planning. Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. Ethics, integrity, and a can-do attitude are a must. Financial services experience preferred. The hours are Monday through Thursday, 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 2:00 p.m. Competitive salary plus benefits (the salary range $45,000 - $65,000 based on experience).
The
Client Services Manager (CSM)
is responsible for preparing, processing, and maintaining data of clients, scheduling appointments and monitoring calendars for assigned Advisor and others, as needed. Prompt responses to client needs, inquiries and requests are expected.
Duties And Responsibilities
Assist with any questions regarding our services Prepare paperwork for account set up, maintenance, distributions, etc Track and follow up on asset transactions, document exceptions, etc Prepare files for client review meetings Cost basis updating Communicate with various companies regarding services requests/issues Assist with telephones and provide back-up to all CSMs and other persons of the firm, as needed Document all correspondence (written and oral) with a client or PLC within database software Duties, as required
Knowledge, Skills And Abilities
Confidentiality Computer proficiency in Outlook, Excel, Word, etc Outstanding communication skills both verbal and written Organizational skills Telephone skills Self-motivated Positive attitude Ability to work under pressure and manage difficult situations with ease Excellent knowledge of various forms and requirements of custodial accounts
Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Customer Service Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Get notified about new Client Services Manager jobs in
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Manager, Client Services
role at
NFP, an Aon company Join to apply for the
Manager, Client Services
role at
NFP, an Aon company Get AI-powered advice on this job and more exclusive features. MANAG012944_1
Retirement Investment Advisors, Inc. a local retirement planning firm, is proud to be recognized as a
Top Advisory Firm
in more than 40 local and national publications. This includes recognition as a "Best Financial Advisor" by both
Expertise.com
and
AdvisoryHQ .
Dynamic career opportunity for a mature, professional, caring, and attentive Client Services Manager to join our rapidly growing, independent wealth management/financial planning firm in Oklahoma City. The ideal candidate is friendly, energetic, positive, dependable, well-organized, and eager to learn new skills. The position requires excellent interpersonal skills and phone demeanor, extraordinary client service attitude, and genuine interest in people to prosper in this warm and friendly, small office environment. Must also be very detail-oriented, technologically literate, exceptional with multi-tasking, and able to work independently. Must have excellent follow-through and be a self-starter. Coordinate client appointments and meetings. Other duties will include greeting clients, handling phone calls, setting appointments, maintaining client relationships, and working on numerous computer programs.
The emphasis of our business is comprehensive financial planning. Join a fun-loving, high-end boutique firm where you will make a difference and be appreciated. The better we serve our clients, the more you will be rewarded. Ethics, integrity, and a can-do attitude are a must. Financial services experience preferred. The hours are Monday through Thursday, 8:00 a.m. to 5:30 p.m., Friday 8:00 a.m. to 2:00 p.m. Competitive salary plus benefits (the salary range $45,000 - $65,000 based on experience).
The
Client Services Manager (CSM)
is responsible for preparing, processing, and maintaining data of clients, scheduling appointments and monitoring calendars for assigned Advisor and others, as needed. Prompt responses to client needs, inquiries and requests are expected.
Duties And Responsibilities
Assist with any questions regarding our services Prepare paperwork for account set up, maintenance, distributions, etc Track and follow up on asset transactions, document exceptions, etc Prepare files for client review meetings Cost basis updating Communicate with various companies regarding services requests/issues Assist with telephones and provide back-up to all CSMs and other persons of the firm, as needed Document all correspondence (written and oral) with a client or PLC within database software Duties, as required
Knowledge, Skills And Abilities
Confidentiality Computer proficiency in Outlook, Excel, Word, etc Outstanding communication skills both verbal and written Organizational skills Telephone skills Self-motivated Positive attitude Ability to work under pressure and manage difficult situations with ease Excellent knowledge of various forms and requirements of custodial accounts
Since 1991, Retirement Investment Advisors, Inc. has been the fee-only fiduciary that people seek when they need trusted CERTIFIED FINANCIAL PLANNER professionals to help navigate the twists and turns of the retirement path. You’ve worked hard for your money. Now that you’re focused on retirement, it’s time to make sure it’s working for you. Let us lead the way. Seniority level
Seniority level Not Applicable Employment type
Employment type Full-time Job function
Job function Customer Service Industries Insurance Referrals increase your chances of interviewing at NFP, an Aon company by 2x Get notified about new Client Services Manager jobs in
Oklahoma City, OK . Customer Success Manager - Public Sector
Senior Customer Success Manager - Public Sector
Oklahoma City, OK $100,000.00 - $115,000.00 2 days ago Business Transformation, Healthcare Provider Operations Consulting_Manager
Tax Services Manager - Financial Services - Customer Tax Operations and Reporting - EDGE
Oklahoma City, OK $102,100.00 - $187,000.00 6 days ago VP, Senior Manager Account Assistance Call Centers
Employee Benefits Senior Account Manager
Senior Customer Success Manager - Strategic Team
Senior Account Manager - Employee Benefits
Customer Success Manager - HVAC Sales Expert
Key Account Manager - Industrial Radio Remote Control Solutions
Sales Account Manager - Tahlequah or Muskogee area
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr