SB Financial Services Relationship Manager jobs in Saint Cloud, MN

Proviant Group of Saint Cloud, MN is hiring for a Financial Client Service Manager to join our growing team!

The Client Service Manager is a licensed position (SIE, Series 7, 66 & MN Life & Variable Annuity). This allows the Client Service Manager to interact directly with the clients and to receive and execute trade orders from the clients and advisor. You will report to the Operations Director and take work direction from individual advisors.

Benefits for the Financial Client Service Manager:

• 401(k) matching
• Health insurance
• Dental insurance
• Vision insurance
• Paid time off
• Competitive base salary (commensurate with experience)
• Bonus incentives based on individual/firm performance
• Flexible spending account
• Health savings account
• Life insurance

Qualifications for the Financial Client Service Manager:

• High school diploma; with advanced training/education preferred
• At least 1 year of experience in financial planning business is desirable
• Hold the Series 7, 66 and MN Life & Health Insurance and Variable Annuity Licenses, if not licensed must be willing to obtain within 12 months of being hired
• Have a working knowledge of basic computing
• Proficient in Microsoft Word, Microsoft Excel and Microsoft Outlook
• Have a working knowledge of Ameriprise Technology Applications, including - Thomson Financial, Morningstar/Advisor Workstation, Advisor Compass, Contact Manager, Status Manager and others as needed
• Be able to use Ameriprise Financial internal website (Advisor Compass) for company news, forms retrieval, and bulletins
• Be able to look up client accounts and analyst reports on Ameriprise Financial Brokerage
• Be able to prepare illustrations for life insurance, disability insurance, and long-term care insurance in respective programs
• Be able to work one on one with an advisor in a time sensitive capacity
• Have excellent oral and written communication skills
• Have excellent interpersonal skills
• Flexibility to work in a changing environment
• Be able to work effectively individually and with all team members
• Be detail-oriented and able to prioritize work
• Be able to work in an unstructured environment with critical time demands.
• Have excellent time management skills
• Maintain client and business confidentiality

Responsibilities for the Financial Client Service Manager:

• Work directly with a primary financial advisor in all aspects of client service including taking client calls, communication with corporate office on client issues, workflow coordination regarding appointment materials needed, appointment follow-up and processing of transactions and forms and applications
• Meet daily with the advisor to coordinate advisor workflow and receive advisor work requests.
• Review appointment schedule with advisor and gather or prepare any additional materials needed or requested by advisor.
• Complete work requests and serve as the advisor’s workflow liaison with other staff.
• Handle service calls from clients, corporate offices, or other professionals.
• Record all client communication and interaction in Contact Manager.
• Complete client investment transactions as directed by an advisor.
• Compose client correspondence (letters, memos, faxes, etc.) as requested.
• Resolve client issues and call clients back when the problem has been resolved.
• Involve advisor when needed to assist in client issue resolution process.
• Complete forms and applications following client appointments.
• Submit all new business applications and checks to the corporate office in a timely manner according to Proviant Group procedures.
• Track all pending transfers of client assets and other transactions as needed.
• Follow-up for clients who have not scheduled their annual NaviPlan Review meetings.
• Complete other projects or duties as requested by the primary financial advisor or other members of the firm.

Job Type: Full-time

Pay: $45,000.00 - $62,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Supplemental pay types:

• Bonus opportunities

Education:

• High school or equivalent (Preferred)

Experience:

• Microsoft Office: 1 year (Preferred)
• Customer relationship management: 1 year (Preferred)

Work Location: In person