About Us:

Capital City Financial Partners is a small financial planning firm headquartered in South Carolina. Specializing in retirement strategy, we’ve set out on a mission to bring confidence to our clients’ retirement by adding value and eliminating stressors, cultivating joy & comfort for their financial futures. Not only do we strive to be the premiere middle market advisory firm of the Carolinas, focused on pre and post retirees, but we are committed to serving our community with integrity, excellence, and compassion. Our unique, specialized team approach to the financial planning process has yielded a track record of success, enabling us to help thousands of families and expand our work through opening four offices.

Our primary values are Purpose, Professionalism, Positivity, and People. Purpose comes from understanding the outsized impact we can have on others’ lives. We believe our work is a calling v.s. a job. Professionalism defines each employee’s constant drive to improve themselves and develop new skills. Positivity is the standard on how we interact with each other and our clients. It describes our unwavering commitment to not only provide an exceptional experience, but to create confidence in our clients’ financial futures. Our employees and our clients are our People, who are at the heart of all we do. We are looking for the perfect addition to our team in Columbia, SC- is this you?

Job Description:

The primary goal of this position is to provide our clients with an exceptional experience through exemplary service. The Client Service Manager, who plays a critical role on the Service Team, partners with our Financial Advisors to execute the effective implementation of clients’ financial plans and goals while strengthening relationships. This role will play a crucial role in making certain the firm is meeting its financial and service commitments to its clients in a manner that is efficient, timely, and compliant with all applicable rules and policies.

Typical responsibilities include:

Serve as a point of contact for both the Advisory and Client Service Teams to ensure timely and accurate completion of processing client requests and needs
Serve as the main point of contact for clients, providing a high degree of service through building trust and strengthening relationships to demonstrate the firm’s commitment to our clients
Develop an understanding of the general account structures, affiliate hierarchy, and company operations
Partner with Financial Advisors to effectively prepare for prospect meetings and client reviews
Executive effective communication to necessary stakeholders regarding open items and questions
Tracking new business processing and assets in both Excel spreadsheets and CRM program, increasing department and company efficiency and accuracy
Answering and routing incoming calls and making outbound calls to clients and companies

You are perfect for this role if you have:

An unwavering commitment to serve others
A belief that this is more than just a paycheck; that the work you do is purposeful
Bachelor’s degree (Business, Hospitality, or related major preferred) and/or 5+ years of professional experience
Basic understanding of the financial services industry
Superior organizational & time management skills; ability to multitask
Excellent relationship building skills
Excellent communication skills, both verbal and written
Proficient with MS Office Suite (Outlook, Excel, Word & PowerPoint)
Experience with Redtail/CRM preferred

Traits we’re looking for:

People oriented; relationship focused
Detail oriented
Empathetic & engaging
Methodical
Professional
Dependable
Strong initiative
Team player

Compensation will be made up of a competitive salary with benefits (insurance, 401k with match, disability, paid volunteer time, profit sharing).

The starting base salary for this role will be $45,000- $60,000 (OTE $50,000- $67,000).

Please contact Jadyn McDonough at Jadyn@CapitalCityFP.com with any questions or interest. We can't wait to meet you!

Capital City Financial Partners

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Client Service Manager