The Client Services Manager plays a pivotal role in ensuring the satisfaction and retention of our clients. This position is responsible for overseeing client interactions, managing accounts, and driving the success of our services within the financial sector. The ideal candidate will possess strong project management skills and a deep understanding of customer relationship management to effectively support our clients' needs. *Duties* - Manage and nurture client relationships to ensure high levels of satisfaction and retention. - Oversee account management activities, including onboarding new clients and providing ongoing support. - Analyze client feedback and service usage to identify opportunities for improvement and growth. - - Develop and implement project management strategies to ensure timely delivery of services and solutions. - Communicate effectively with clients regarding service updates, changes, and new offerings. - Utilize customer relationship management tools to track interactions and maintain detailed records of client engagements. - Conduct regular check-ins with clients to assess satisfaction levels and address any concerns promptly. *Skills* - Strong project management skills with the ability to prioritize tasks effectively. - Excellent communication skills, both verbal and written, to engage with clients professionally. - Experience in financial services is highly desirable, providing insight into industry-specific needs. - Proven customer service skills with a focus on building long-lasting relationships. - Proficiency in account management practices to ensure client needs are met efficiently. - Ability to analyze data and feedback to drive improvements in service delivery. - Familiarity with sales processes to support cross-selling opportunities within existing accounts. - Experience with eMoney products and having a series 7 license is a plus. Join us as we strive to provide exceptional service to our clients while fostering an environment of growth and collaboration!

Financial Services, Microsoft Office, Client Services

About Liberty Capital Strategists, Inc.

Our firm specializes in helping individuals develop sound retirement strategies. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Connections working at Liberty Capital Strategists, Inc.