Client Service Manager
AIM is seeking a Client Service Manager to join reputed company of service professionals. This individual will act as a key reputed company of contact for service and operations. The CSM will be involved in reputed company service items reputed company to client and advisor reputed company and ongoing day to day operations. ResponsibilitiesAct as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms. Assist with advisor reputed company and training. Answer inbound phone calls and emails in a timely and professional manner. Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities. Process advisor billing and execution with custodians. Assist with data reconciliation across several custodians. Proactively identify and resolve NIGOs. Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors. Stay abreast of changing policies and procedures that impact AIM and advisors. Help drive advisor platform adoption, reputed company best practices, and implement growth and optimization strategies. reputed company a comprehensive understanding of operational workflows and service needs to proactively problem solve and reputed company consultative solutions to advisors. Identify and escalate reputed company problems, taking ownership of seeing items through to completion. Contribute to implementation of practical and innovative solutions. RequirementsA customer-first reputed company. Strong communication skills, both written and verbal. A strong bias for action and an ability to find solutions independently. Proficient in reputed company Office applications. A focused, dedicated, and entrepreneurial personality. Strong attention to detail. Flexibility to work weekends on occasion. A self-starter that is productive reputed company functioning in a remote environment. Ability to reputed company in a fast-paced environment while working on multiple tasks with competing priorities, both independently and reputed company reputed company construct. Desire to learn about the financial services industry and operational needs of advisors. Bachelor’s degree required. Apply To This Job