Client Services Manager, Vital Investment Management:
Submit your resume via Indeed.com job post here: VIM CSM Position
Vital Investment Management, a new independently owned wealth management firm, located in beautiful Loveland, Colorado, is seeking a highly experienced candidate for the very important position of Client Services Manager (CSM):
Requirements for the position include, but are not limited to:
Demonstrated experience in front office activities, including answering incoming phone calls and triaging clients to advisor(s) as appropriate; interacting with existing/prospective clients to provide the highest professional level of customer service; completing and submitting account paperwork; entering data into Excel and other firm related software and forms; responding to and processing client administrative requests; ability to fully engage with the Backoffice consulting firm on establishing performance reports, billing, and compliance related documents; assisting in the creation of firm-related forms and other paperwork as assigned.
Required Behavioral Attributes for this position:
As the Front Office face to our clients, we expect the qualified Candidate to have a demonstrated work history of delivering the highest level of customer service; trustworthiness, professionalism and timely responsiveness to client needs/requests are of utmost importance; the qualified Candidate will be an expert listener, with the ability to quickly assess a particular question or situation and effectively move to problem-solving and decision mode to resolve customer service issues to the satisfaction of our clients.
Desirable Experience for our Client Services Manager:
In addition to previous office experience in a financial services setting, experience with any of the following companies/software would also be highly desirable and a plus for candidates applying to this position:
For the right candidate, and based on what they can bring to this position, Vital Investment Management will offer a competitive compensation package that includes:
If you feel you are a qualified candidate for this position, please submit your contact information and email your resume to Careers@VIMadvisor.com.
A VIM representative will contact those candidates who most closely represent a good fit for our position.
Position vacancy posting closes on June 1, 2019
Client Service Manager
Do you have questions about Vital Investment Management? Feel free to contact us by filling in the form below.