Benefits:

401(k)

401(k) matching

Bonus based on performance

Competitive salary

Flexible schedule

Paid time off

Training & development

Position Overview:

Creative Wealth Strategies is looking for a Client Service Manager (CSM) to be responsible for managing the portfolio review process to help preserve recurring revenue and new business to build long term meaningful client relationships with high-net-worth clients. You work closely with our Advisors serving as an essential point of contact for clients to facilitate new business transactions, ensure all working client actions are being addressed, and maintain up-to-date record keeping including licensing maintenance and annual compliance CE requirements. As Client Service Manager, no two days will look the same, we’re looking for a self-starter who is ready to drive operational metrics while maximizing the client experience, in a creative entrepreneurial environment.

Primary Job Functions:

Advisor Support

· Manage client workflows follow up and tracking

· Ensure new investment account paperwork and transactions, and insurance applications are completed timely and accurately in compliance with all applicable regulations

· Accurate and timely compliance and maintenance of all required client files and documentation

Client Relationship Management

· Manage the portfolio review process to help preserve and grow the recurring revenue business

· Ensure clients are given timely and accurate support on all servicing and sales items

· Serve as a contact point between clients and advisors

Operational Excellence

· Proactively identify and validate inconsistencies across data inputs

· Contribute to the development and implementation of scalable best practices

· Task oriented with very strong attention to details and follow through

Requirements & Qualifications:

· Minimum of an associate’s degree in business, finance, or related field

· At least 2 years of experience in the financial industry

· Able to work independently with minimal supervision

· Able to handle confidential material and avoid disclosure of such information

· Strong analytical and interpersonal skills

· Highly organized and a self-starter

· Must have excellent communication skills (both verbal and written) to communicate with all levels of personnel and clients

Preferred Qualifications

· Bachelor’s degree in business administration, finance, accounting, or similar field

· FINRA Series 7 and Series 66

· New York State Life, Accident, and Health Insurance License

Benefits & Offerings:

· Flexible working hours

· Ability to work remote with approval upon request

· Enrollment in our company's 401(k)plan

· Paid NYSE market holidays

· 2 weeks (10 business days) of Paid Time Off

· Paid Fridays off in July and August

Compensation:

This position is located in Victor, New York. The approximate annual compensation for this position at the time of this posting may range from $41,600- $60,320. Individual compensation varies based on job-related factors, weekly hours agreed upon, business needs, experience, level of responsibility, and qualifications.

Flexible work from home options available.