Return to HomepageContact UsJoin our Mail List

CAREER OPPORTUNITIES

Staff Positions

 

Client Service Manager

Job Description

The Client Service Manager plays a critical role in the client service and operational functions of our firm by ensuring outstanding client service through direct contact with clients, our broker dealer, advisors and fellow staff members. With responsibility for the day-to-day operational and client service duties of the firm, this role ensures that all client service needs are handled in a timely, accurate, and professional manner.

Responsibilities

This role helps service the firm’s wealth management clients & corporate retirement plans by:

  • Consistently providing a high level of proactive client service in a professional manner.
  • Assisting the advisory team with operational needs such as preparing and processing all forms and applications for account opening, contributions, distributions, address changes, beneficiary changes and other necessary client business
  • Answering client requests via phone and email
  • Tracking client service issues and new business in process
  • Maintaining the client and retirement plan service calendar and proactively reaching out to schedule meetings
  • Helping prepare for all retirement plan enrollment and annual review meetings
  • Providing timely client service to retirement plan participants and plan sponsors

Requirements

  • Financial services experience is preferred
  • Self-starter with ability to prioritize and manage multiple tasks/projects
  • Strong customer communication skills, along with excellent interpersonal, verbal and written communication
  • Superior organizational and follow-up skills
  • Team player

To apply for this position, please contact Brooke Gautreau: brooke@horizonfg.com


Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC.
Cetera is under separate ownership from any other named entity.

LINK DISCLAIMER: By clicking on one of the above links, or other links on our website, you are leaving this web site. While we believe these sites to be reliable, we make no representation as to the completeness or accuracy of information provided at these web sites, nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.

Investment products and services from this representative(s) available only to residents of AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE*, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN**, TX, VA, VT, WA, WI. Insurance products and services from this representative(s) available only to residents of AZ, CA, CO, DC, FL, IL, IN, LA, MA, MD, MI, NC, OH, SC, TN, TX, WI.