- Страна
- США
- Зарплата
- 80 000 $ – 100 000 $
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Manager, Client Service (Ft. Collins, CO)
Оценка ИИВысокий балл обусловлен престижем компании (№1 RIA по версии Barron’s), прозрачным диапазоном зарплаты и отличным пакетом льгот, включая 14 оплачиваемых праздников и расширенную страховку. Локация в Форт-Коллинсе предлагает хороший баланс работы и личной жизни.
Сложность вакансии
Оценка ИИРоль требует сочетания навыков управления персоналом и глубоких знаний в области финансовых операций. Основная сложность заключается в необходимости одновременно координировать работу команды и выступать экспертом по сложным вопросам обслуживания счетов.
Анализ зарплаты
Оценка ИИПредлагаемый диапазон $80,000 – $100,000 полностью соответствует рыночным ожиданиям для позиции менеджера среднего звена в сфере управления капиталом в Колорадо. С учетом дополнительных бонусов и инсентив-программ, совокупный доход может превышать средние показатели по региону.
Сопроводительное письмо
I am writing to express my strong interest in the Manager, Client Service position at Mercer Advisors in Fort Collins. With over [Number] years of experience in the financial services industry and a proven track record of managing client service teams, I am confident in my ability to contribute to your firm's reputation as the #1 RIA in the nation. My background aligns perfectly with your requirements for team leadership, operational excellence, and high-touch client relationship management.
In my previous roles, I have successfully mentored Client Service Specialists and optimized office workflows to ensure an exceptional client experience. I am particularly drawn to Mercer Advisors' integrated approach to financial planning and your commitment to diversity and a fiduciary standard. I am eager to bring my expertise in Salesforce and complex account operations to your team and help drive the continued growth and retention of your client base in Colorado.
Составьте идеальное письмо к вакансии с ИИ-агентом
Откликнитесь в merceradvisors уже сейчас
Присоединяйтесь к лидеру индустрии и помогите семьям достичь финансового благополучия — подайте заявку в Mercer Advisors сегодня!
Описание вакансии
Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.\*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
\* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.
Responsibilities:
- People Management
+ Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
+ Maximize talent via employee development and coaching
+ Facilitate a strong team culture and the sharing of best practices across an office or team
+ Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
+ Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
- Operations Management
+ Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
+ Ensure an exceptional client experience in the office/team
+ Act as a local contact for any operational issues or challenges
+ Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
+ Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
- Leadership
+ Directly impact growth and client retention and monitor progress toward team goals
+ Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions
+ Coordinate team meetings and events
+ Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
+ Support Branch Operations on new projects and initiatives
+ Support Learning and Development on Client Service Specialist trainings
+ Office management responsibilities as assigned
Requirements:
| Education: | · Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) |
| Experience: | · Minimum 2 years of financial industry related experience · Minimum 2 years of client-facing experience · Experience with interacting with individuals at all income levels in a professional and confidential manner |
| Certifications: | · Notary designation a plus |
| Job Skills: | · Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion · Excellent verbal, written, analytical and organization skills · Technical and analytical training and ability to multi-task and manage multiple projects at once · Proficiency with financial planning software, Salesforce and MS Office Suite · Flexible, Reliable, Trustworthy, and Confidential with all matters |
Work Schedule: Monday through Friday, 8:00AM – 5:00PM.
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
Base Pay Range
$80,000—$100,000 USD
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. *This inbox is for accommodation requests only.*
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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Навыки
- Salesforce
- Microsoft Office Suite
- Financial Planning
- Wealth Management
- Client Service
- People Management
- Operations Management
Возможные вопросы на собеседовании
Проверка лидерских качеств и умения развивать сотрудников, что является ключевой частью обязанностей.
Расскажите о случае, когда вы помогли подчиненному значительно улучшить свои показатели. Какие методы коучинга вы использовали?
Вакансия подразумевает роль эксперта по сложным операционным вопросам.
Как вы справляетесь с управлением сложными клиентскими запросами, такими как планы 10b5-1 или аудит денежных средств, при одновременном руководстве командой?
Mercer Advisors — фидуциарная компания, ориентированная на клиента.
Как вы обеспечиваете соблюдение фидуциарных стандартов и исключительный уровень сервиса в повседневной работе вашего отдела?
Вакансия требует оптимизации рабочих процессов и повышения продуктивности.
Опишите процесс или решение, которое вы внедрили для повышения эффективности работы офиса в вашей предыдущей роли.
Проверка навыков работы в CRM, указанной в требованиях.
Каков ваш опыт работы с Salesforce для отслеживания целей команды и управления клиентскими данными?
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- Страна
- США
- Зарплата
- 80 000 $ – 100 000 $