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Manager of Client Services

Location : West Springfield, MA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 5+
Required Education : Bachelor's Degree in Finance or related field
Travel : No
Relocation : No

Job Description :

United Personnel is in search of a Manager of Client Services for a local financial planning firm in West Springfield, MA. This is a great direct hire opportunity to join a fantastic team focused on delivering excellent service to their customers! If you have experience with retirement accounts, an interest in finance, and a passion for helping others, apply to us today! 


Hours: Monday through Friday

Salary: Commensurate with Experience 


You would be responsible for: 

  • Managing Client Services

  • Maintaining Required Minimum Distributions List

  • Compliance

  • Handling customer questions and concerns

  • Assisting with Client Appreciation Events

  • Preparing for meetings

  • Running various reports

  • Opening new accounts

Required Qualifications :

  • Experience in the financial services industry specifically retirement accounts

  • Knowledge of compliance related to financial planning

  • High level of customer service and a knack for problem-solving

  • Strong financial acumen

  • Written and verbal communication skills

  • Bachelor's degree in finance is preferred

  • Desire for growth and continued learning 

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