LPL Financial
Director of Client Services
LPL Financial, Creve Coeur, Missouri, United States,
Position Title:
Director of Client Services/ Operations Manager
Position Description:
Our firm is a local independent financial advisory firm focused on serving clients 50+. We are looking for a friendly and hard-working associate to help provide world-class client service to our amazing clients. You will be responsible for scheduling, handling client requests, meeting follow-up, and assisting with assigned tasks. As our Client Service Director, you should have an outgoing and positive demeanor, a motivated, energetic work ethic, and a track record of working well with others in a team environment. This is a Full-Time position M-F 8:30am-5pm. The Financial industry requires a mandatory background check.
Attention to detail is a must.
Typical Duties Include:
Scheduling client meetings, calling with meeting reminders, sending Zoom invitations and doing follow-up calls
Recording all client service notes in our CRM
Entering client data into our planning software
Providing support to existing client requests
Mailing out welcome packets and brochures
Assisting with overflow tasks
Data entry
Social Media updates
Monthly newsletter
Coordinating client events
Onboarding & welcoming new clients
Seminar workshop prep
Experience Preferred:
1-2 years of administrative work
Phenomenal phone communication skills are a must
General understanding of client data entry
Excellent computer application skills with Outlook, Online calendar scheduling, WealthBox, Zoom, Excel, and other online programs.
Customer service experience is a plus
Excellent interpersonal communication skills, both verbal and written
Ability to communicate and interact with all kinds of people (both externally with customers, and internally with company team members and other departments)
Time management skills
If you are interested in this position, please submit your resume and we will contact you to schedule an interview.
Job Type:
Full-time
Pay:
$1.00 - $100,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Compensation Package:
Bonus opportunities
Schedule:
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Customer service: 5 years (Required)
Ability to Relocate:
Creve Coeur, MO 63141: Relocate before starting work (Required)
Work Location:
In person
#J-18808-Ljbffr
Director of Client Services/ Operations Manager
Position Description:
Our firm is a local independent financial advisory firm focused on serving clients 50+. We are looking for a friendly and hard-working associate to help provide world-class client service to our amazing clients. You will be responsible for scheduling, handling client requests, meeting follow-up, and assisting with assigned tasks. As our Client Service Director, you should have an outgoing and positive demeanor, a motivated, energetic work ethic, and a track record of working well with others in a team environment. This is a Full-Time position M-F 8:30am-5pm. The Financial industry requires a mandatory background check.
Attention to detail is a must.
Typical Duties Include:
Scheduling client meetings, calling with meeting reminders, sending Zoom invitations and doing follow-up calls
Recording all client service notes in our CRM
Entering client data into our planning software
Providing support to existing client requests
Mailing out welcome packets and brochures
Assisting with overflow tasks
Data entry
Social Media updates
Monthly newsletter
Coordinating client events
Onboarding & welcoming new clients
Seminar workshop prep
Experience Preferred:
1-2 years of administrative work
Phenomenal phone communication skills are a must
General understanding of client data entry
Excellent computer application skills with Outlook, Online calendar scheduling, WealthBox, Zoom, Excel, and other online programs.
Customer service experience is a plus
Excellent interpersonal communication skills, both verbal and written
Ability to communicate and interact with all kinds of people (both externally with customers, and internally with company team members and other departments)
Time management skills
If you are interested in this position, please submit your resume and we will contact you to schedule an interview.
Job Type:
Full-time
Pay:
$1.00 - $100,000.00 per year
Benefits:
401(k)
401(k) matching
Health insurance
Compensation Package:
Bonus opportunities
Schedule:
Monday to Friday
Education:
Bachelor's (Preferred)
Experience:
Customer service: 5 years (Required)
Ability to Relocate:
Creve Coeur, MO 63141: Relocate before starting work (Required)
Work Location:
In person
#J-18808-Ljbffr