Client Service Manager - 1st Shift (M-F 8:30am-5pm) - Spring Hill

Spring Hill, FL 34609

Posted: 06/25/24 Industry: Admin Job Number: AM80775167 Pay Rate: $21 / hour

Job Description

CLIENT SERVICE MANAGER (CSM) – Spring HillJob Summary:We are looking for a Client Service Manager (CSM) to manage, delegate, and direct the workload of Client Service Associates (CSAs) and other team members, as necessary. Do you have a strong familiarity with tax terminology and the ability to assist the tax team and other team members of management as needed? If so, we would like to hear from you!Duties and Responsibilities:
  • Efficiently process customer information and respond to inquiries and complaints professionally.
  • Build and maintain quality relationships with assigned clients.
  • Manage binder and file management in conjunction with CSAs.
  • Exhibit exceptional time management and client service skills in a demanding, fast-paced work environment.
  • Check Laser App for updates daily.
  • Ensure CSA staff are adequately trained and equipped to manage their job functions.
  • Process client service requests and inform clients of request statuses.
  • Track calls and document client conversations in Redtail CRM software.
  • Monitor IRA MRD for all clients using the FTA IRA MRD Client List.
  • Manage change of Broker/Dealer requests and change agents of record requests.
  • Log trades from FTA Equity Order Tickets into binders.
  • Verify the accuracy of client files to ensure all important documents are included.
  • Prepare client files for quarterly account review meetings.
  • Update client holding account spreadsheets before client meetings.
  • Review and update the FTA Policies and Procedures manual as needed.
  • Maintain branch record-keeping for CSM duties.
  • Perform other related duties as assigned.
Qualifications:
  • Previous Client Service Manager (CSM) experience
  • Familiarity with Tax Terminology preferred.
  • Strong computer skills in Outlook, Microsoft Word, and Excel
  • Ability to type 55+ wpm.
  • Strong written, oral, and telephonic communication and people skills
  • Detail oriented.
  • Ability to multi-task
  • Valid driver’s license
Benefits:
  • 8:30am-5pm Mon-Thur, 8:30am-4pm Fri
  • $21.00/HR 
  • Paid Weekly
  • Health Benefits
  • Referral Program
  • Fosters Upward Mobility in both responsibilities and pay.
How to Apply:Visit our website at https://www.InovaStaffing.com/ and click the Apply button to choose the Tampa location. To schedule an interview, call or text Alexandra at 352-678-4019. She'll ensure you're well taken care of throughout the hiring process. Inova Staffing is an Equal Opportunity Employer #GA 
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About Spring Hill, FL

Start your next career adventure in Spring Hill, Florida! Nestled in the heart of the Sunshine State, this vibrant region offers job seekers a perfect blend of work and play. With a thriving job market, stunning beaches just a short drive away, and a rich cultural scene including the colorful murals at Brooksville's Rising Sun Bistro and the live performances at the Spring Hill Community Theater, Spring Hill has something for everyone. Don't miss the chance to explore Weeki Wachee Springs State Park, catch a Tampa Bay Rays baseball game just a stone's throw away, or indulge in some mouthwatering Cuban cuisine at local restaurants. Discover your dream job and enjoy a fulfilling lifestyle in Spring Hill, FL!