Manager, Client Services - Military Veterans
at NFP
NFP Corp
To apply for this position please CLICK HERE
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.
NFP is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state or local law. The Company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It’s expected that all of our employees are aware of this policy and that they create an environment that’s sensitive and respectful to all individuals.
Oklahoma City, OK
Who We Are
NFP, an Aon Company, is a multi-year Best Places to Work award winner in Business Insurance who has also earned the 5-Star Diversity, Equity and Inclusion (DEI) award from Insurance Business magazine and the WORK180 employer endorsement. We are an organization of consultative advisors and problem solvers. We help companies and individuals around the globe address their most significant risk, workforce, wealth management and retirement challenges through custom solutions and a people-first approach. To learn more, please visit: https://www.NFP.com.
Our teams strive to embody excellence in everything we do – and we’re proud to be recognized for it. Our vision isn’t all about the numbers. But we’ve found that our reputation as an exceptional provider of personal and corporate consultative services hasn’t gone unnoticed. We’re proud to say we’re the:
- #7 Largest benefits broker by global revenue, Business Insurance
- #8 Best place to work in insurance, Business Insurance
- #8 Commercial lines agency, Insurance Journal
- #10 Largest property & casualty agency, Insurance Journal
- #13 Personal lines agency, Insurance Journal
- #13 Global insurance broker, Best's Review
- #13 Largest broker of US business, Business Insurance
We’re also proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
NFP and You... Better Together!
NFP is an inclusive Equal Employment Opportunity employer.