Client Service Manager

Advyzon -
Chicago, IL

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Job Details

Benefits

Health insurance
Dental insurance
Flexible spending account
Parental leave
Vision insurance
401(k) matching

Qualifications

Bachelor's degree
Desktop applications
Productivity software

Full Job Description

We’re growing. You can be a powerful part of our success.

At Advyzon, the impact you make will help shape our growth and
ability to help advisors achieve their goals. You’ll work with
people who care about your success and get the support you
need to be your best.

Benefits and Perks

We want you to be happy and healthy both in and outside of working hours, no matter where in the world you are. That’s why we offer flexible, competitive benefits for you and your family.

Healthcare starting at $0 out-of-pocket
Vision
Dental
401K+ Employer Match
LTD
STD
FSA w/Employer Contribution
Hospital Indemnification

Accident forgiveness
Critical illness coverage
Unlimited time off
Observation of all
market holidays
Sabbatical
Parental leave
Extracurricular team
bonding
Continuing educational support

We love working here. We think you will too.

We’re always interested in talking with experienced contributors. Please email [email protected] to get in touch.

Client Service Manager

AIM is seeking a Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations. The CSM will be involved in all service items related to client and advisor onboarding and ongoing day to day operations.

Responsibilities

Act as a subject matter expert (SME) on paperwork and process requirements across multiple custodial platforms.
Assist with advisor onboarding and training.
Answer inbound phone calls and emails in a timely and professional manner.
Generate paperwork and reports for advisors while identifying and advocating internally for automation and efficiency opportunities.
Process advisor billing and execution with custodians.
Assist with data reconciliation across several custodians.
Proactively identify and resolve NIGOs.
Monitor workflow status, collaborate with custodians to resolve items quickly, and proactively communicate with advisors.
Stay abreast of changing policies and procedures that impact AIM and advisors.
Help drive advisor platform adoption, share best practices, and implement growth and optimization strategies.
Gain a comprehensive understanding of operational workflows and service needs to proactively problem solve and provide consultative solutions to advisors.
Identify and escalate complex problems, taking ownership of seeing items through to completion.
Contribute to implementation of practical and innovative solutions.

Requirements

A customer-first mindset.
Strong communication skills, both written and verbal.
A strong bias for action and an ability to find solutions independently.
Proficient in Microsoft Office applications.
A focused, dedicated, and entrepreneurial personality.
Strong attention to detail.
Flexibility to work weekends on occasion.
A self-starter that is productive when functioning in a remote environment.
Ability to thrive in a fast-paced environment while working on multiple tasks with competing priorities, both independently and within a team construct.
Desire to learn about the financial services industry and operational needs of advisors.
Bachelor’s degree required.

Apply Now

We’re growing. You can be a powerful part of our success.

We love working here. We think you will too.

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