Job Description
Job DescriptionSalary: $72-75K Base, Variable comp/bonuses additional
We are seeking a qualified individual for the position of Director of Client Services. In this role, you will be working with Financial Advisor John Todd III and his Coastal Heritage Wealth Management and Insurance Solutions team, joining a Northwestern Mutual top 200 practice in a fast-paced dynamic role that supports John in all Marketing & Client Relation activities.
This individual will be responsible for overseeing and managing the ultimate client experience for our clients, both current and prospective. Other responsibilities include managing scheduling, prospecting, promotion, 2nd chair in client meetings, and client loyalty programs. There is an opportunity for the right candidate to acquire the Entity Advisor Contract. An ideal candidate for this role enjoys client interaction, is highly organized, proactive, and persistent, comfortable managing simultaneous tasks, proficient with technology, and skilled in both written and verbal communication.
Position Details
This position is full-time and can be hybrid (in downtown Network office minimum 3 days a week) with compensation commensurate with experience.
Specific duties include but are not limited to:
- Perform market and prospect research.
- Daily calendar management, including coordinating all client and prospect meetings.
- Be second chair on client meetings: Be responsible for case notes using ALAI (Zoom Meetings), email and other case / meeting follow up, assist with case preparation, task assignment.
- Ensure action items are assigned as Tasks to appropriate team members, followed up on after each meeting.
- Dial and book appointments with prospects supplied by various sources.
- Gather and prepare client files for appointments; update and keep client files current.
- Oversee the client experience process, including marketing materials, communication templates, and client website onboarding.
- Manage and become a subject expert in NM CRM, Client Segmentation, cross sell opportunities, implement campaigns to increase client engagement.
- Coordinate all Marketing Engagement Program (MEP) with our MEP liaisons.
- Provide a world class client experience from start to finish, including managing the Marketing Calendar to ensure specific touchpoints with clients and client appreciation initiatives.
- Identify future clients by utilizing various sources including Aidentified, LinkedIn to make connections.
- Add referrals, track daily activity, and input new prospects in our Client Relationship Management system.
- Manage e-newsletter, including keeping email distributions lists current; utilize the CRM to develop targeted email lists.
- Keep informed of and utilize Home Office marketing resources
- Develop and implement each years Marketing Plan
- Cross-train in various systems to act as AFR backup when needed.
- Ensure that technology items are up to date and find ways to improve technological efficiency.
Qualifications and Skills
- 2 years of college minimum, 4 preferred
- Life and Health (to be obtained within the first 6 months of employment), Series 6/ 63/ 65 Preferred
- Microsoft Office experience
- Technological competency, utilization of AI for efficiency
- Marketing experience preferred.
- High Attention to detail
- Ability to easily interact and communicate with others via phone and written communication
Physical and Mental Demands
The physical and mental demands described here are representative of those that must be met by employees to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
While performing the duties of this job, employees are regularly required to sit, walk and stand; talk or hear, both in person and by telephone; use hands repetitively to finger, handle, feel or operate standard office equipment such as computers and printers; reach with hands and arms; and lift up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision and the ability to adjust focus. Regular, predictable attendance is required.
Mental Demands
While performing the duties of this job, employees are regularly required to use written and oral communication skills; read and interpret data, information and documents; analyze and solve non-routine administrative problems; use math and mathematical reasoning; observe and interpret situations; learn and apply new information or skills; perform detailed work on multiple, concurrent tasks; work under deadlines with frequent interruptions; and interact with colleagues, clients, and others encountered in the course of work, some of whom may be dissatisfied individuals.
Work Environment
The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Employees work under typical office conditions, and the noise level is moderate (i.e. business office with computers, phone, and printers, light traffic).
The above information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this position.