Client Service Manager

Financial & Tax Architects • Full-time • Schaumburg, Illinois, United States • from $60k / year • 3m ago

Position Overview: As a fiduciary, FTA has proudly guided thousands of clients nationwide in planning and achieving the retirement they deserve. We seek a dedicated Client Service Manager to join our team in St. Louis, MO. This role is integral to supporting our financial advisors in guiding clients through some of their most critical financial decisions and continually optimizing their assets to meet unique goals. The ideal candidate will be personable, detail-oriented, organized, and proactive, capable of managing various tasks to ensure client satisfaction and smooth day-to-day operations.

Key Responsibilities:

Provide exceptional service while maintaining client accounts.
Prepare necessary documents and applications for client accounts.
Assist clients with transactions and inquiries pertaining to their accounts.
Ensure accurate and up-to-date data management for daily operations.
Communicate with clients to schedule and confirm appointments and seminars/classes.
Support advisors in the execution of educational events.
Prepare key financial plan elements under the guidance of a Financial Advisor.
Provide administrative support as needed to ensure the efficient operation of the office.

Qualifications:

College degree preferred.
Minimum of 2 years' experience in client service, administrative support, or a related field.
Experience in mortgage processing or financial services is a strong advantage.
Strong organizational skills and attention to detail.
Excellent communication and interpersonal skills.
Proficiency in Microsoft Office Suite and other relevant software.
Ability to handle multiple tasks and prioritize effectively.
A personable, competent, proactive, and client-focused attitude that puts clients at ease and establishes you as a true professional.

Desired Skills:

Experience in the financial services industry.
Knowledge of client account management and related documentation.
Familiarity with scheduling software and CRM systems.
Ability to work independently and as part of a team.
Problem-solving skills and the ability to handle challenging situations with professionalism.

Position Details:

Full-time position.
Primarily an office environment with several customer educational classroom events each month.
Opportunity for advancement in a respected and high-growth company.
Attractive base salary with additional financial participation in your team’s success.

Benefits:

Health Insurance - 50% employer coverage
Dental Insurance
Vision Insurance
401(k) with 3% match
Paid vacation/PTO
All leads are provided, and seminars are filled for you!
Hands-on, comprehensive training and development
Administrative support with a dedicated Account Manager (AM)
Flexible work-life balance
All overhead costs covered by FTA (marketing, office expenses, admin support, setting up seminars, etc.)
Family-oriented environment

Why Join Financial & Tax Architects:

Simply put, FTA has a history, culture, and retirement planning philosophy that helps clients get the retirement they desire and produces some of the top-performing advisors in the industry. We do not ask advisors to prospect or develop/bring over their books of business because we provide the leads for you. Our advisors help clients focus on their retirement needs and then use our system to help them realize their goals.

As we approach our 30th year in business at Financial & Tax Architects, LLC, we're not just a company – we're a united team with a transformative purpose. We have helped thousands of clients achieve the retirement they have earned across the country. Guided by the vision of Your Retirement Professor™ Scott Brooks, our focus is empowering clients with lifelong financial security. With our immersive educational approach, fiduciary commitment, and innovative investment strategies, you'll become part of a group shaping the future of retirement solutions. Our goal-based financial planning process is designed to help our clients obtain the income they need to meet their retirement vision.

Come contribute to impactful change, cultivate personal and professional growth, and align with a team built on the Core Values of Compassion, Dependability, Pride, Growth, and Candor.

EEO Statement

Financial & Tax Architects is committed to the principles of equal employment. The Company is committed to complying with all federal, state, and local laws providing equal employment opportunities, and all other employment laws and regulations. It is our intent to maintain a work environment that is free of harassment, discrimination, or retaliation because of age (over 40), race, color, national origin, ancestry, religion, sex, pregnancy (including childbirth, lactation, and related medical conditions), physical or mental disability, genetic information (including testing and characteristics), veteran status, uniformed service member status, sexual orientation, gender identity, or any other status protected by federal, state, or local laws. Financial & Tax Architects is dedicated to the fulfillment of this policy in regard to all aspects of employment, including but not limited to recruiting, hiring, placement, transfer, training, promotion, rates of pay, and other compensation, termination, and all other terms, conditions, and privileges of employment.