About Plank Road Advisors:
Plank Road Advisors is an independent wealth management firm dedicated to enriching the lives of our clients. We continually seek to perfect our craft of personalized investment planning using a team-based approach. We proudly provide financial guidance and investment management services through Wells Fargo Advisors Financial Network.
The Junkins Wealth Management Group of Plank Road Advisors is looking for a Client Service Manager to work on our team, supporting all aspects of the client experience. We are seeking experienced candidates that have a passion for providing exceptional client service, along with the drive and motivation to deliver results for our team.The salary target for this role is $70,000.00 - $90,000.00 depending on experience.When we make an offer, we factor in things like relevant industry experience and performance to come up with a competitive compensation package. We encourage you to apply and provide us with your compensation expectations when you do.
Primary Job Functions:
- Assist our team with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor and client requests for account related information
- Schedule and prepare for appointments with new or prospective clients, establishing and servicing client accounts, preparing forms, researching account inquiries and/or issues, and entering security order tickets after being approved by the FA(s)
- Execute functions for the FA(s) including, but not limited to, tracking referrals, maintaining and updating team website, coordinating and executing marketing campaigns, establishing and maintaining files to meet the firm's regulatory requirements, and establishing and maintaining filing and record keeping necessary to support efforts to service and grow client relationships
- Often acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review
- Utilizing prior experience, you anticipate and proactively seek resolutions to client and business-related issues
- Demonstrate seasoned judgment by handling complex clients with a high degree of professionalism
- Viewed by peers as a subject matter expert, and sought by others for advice or guidance
· Provide knowledge and systems support to branch personnel and training for entry-level Client Associates
Required Qualifications:
4+ years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- Brokerage client support experience or financial services industry experience
- Administrative support experience in financial services
- Experience interacting directly with customers
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
- Client service focus with the ability to listen to customer needs and recommend solutions
- Ability to prioritize work, pay attention to details, meet deadlines, achieve goals, and work in a dynamic and complex environment.
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
QSR-11062025-6602628.1.1
Job Type: Full-time
Pay: $70,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) 6% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- On-site gym
- Paid time off
- Retirement plan
- Vision insurance
Schedule:
- 8 hour shift
- Day shift
- Monday to Friday
Experience:
- Customer service: 1 year (Preferred)
Ability to Commute:
- Oak Brook, IL 60523 (Preferred)
Ability to Relocate:
- Oak Brook, IL 60523: Relocate before starting work (Required)
Work Location: In person