Client success manager Jobs in Irving, TX

Responsibilities

• Serve as central point of contact for ingesting client requests
• Coordinate between client, advisor, and additional support teams to execute & track against client requests
• Take prompt effective action to address client needs, using independent judgment and discretion
• Demonstrate a proactive and action-oriented approach to handling challenging client requests without direct supervision
• Support / data input for client prospecting
• Schedule meetings between advisory team & clients
• Input client and advisor requests into Salesforce, track completion
• Retrieve and distribute client statements, tax documents, or other reports
• Generate portfolio reports
• Communicate with clients daily addressing their day-to-day needs in an articulate and professional manner
• Complete required paperwork
• Open accounts for existing clients
• Understand firm's wealth management process.

Requirements

Competencies

Note : The essential job functions and competencies contained in this document describe the general nature and level of the work performed by personnel assigned to the job. They are not intended to represent an exhaustive listing or be inclusive of all aspects of the job. The tasks and procedures involved in the performance of the job responsibilities may vary from day-to-day. Major changes in areas of responsibility will require revision.

LI-Onsite