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Client Service Manager

Adecco USA Fond du Lac Full-Time
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Adecco is assisting a local client with recruiting for a Client Services Manager job in Fond du Lac, WI. This Client Services Manger job is a direct hire opportunity!

The job requires candidates to oversee all client service teams to ensure client needs and services are achieved with the highest level of customer satisfaction.  This position reports directly to the owner of the firm. If you meet the qualifications listed below - Apply Now!
Essential duties and responsibilities:
• Supervise, manage and train the Advisor Support Team, Client Service Team and Administrative Support Team to ensure a superior client experience
• Champion existing exceptional client service experience
• Regularly work within and provide support to the Advisor Support Team, approximately 25-35% of the time
• Maintain client information and office protocols regarding compliance, documentation and data quality
• Keep firm up to date on all registration and compliance requirements
• Learn, adapt and socialize existing internal systems and processes
• Ensure operational efficiency
• Oversee coordination of firms projects as assigned
• Responsible for recruiting, evaluating and termination process along with the management team
• Resolve and manage client service items in a proactive manner to enhance the client service experience
• Ability to draft, coordinate and supervise the execution of documents and applications
Required attributes:
• Ability to provide a superior client experience by creating an environment that fosters teamwork, positive attitudes, support of management and support of the firm's mission and values
• Demonstrate sound decision making and strategic thinking, which reflects an understanding of the firm's business and its priorities to its clients
• Ability to effectively manage a support team to include mentoring and training
• Ability to create a work environment that empowers staff members to continually improve processes and procedures to more effectively impact the quality of the client experience
• Strong attention to detail
• Excellent organization and time management skills
• Strong written and verbal communication skills
• Ability to manage multiple projects and prioritize effectively
• Creative problem solver with an ability to anticipate needs and actively participate in a continuous improvement culture
• Working knowledge of financial industry processes, standards, paperwork
This role requires experience managing a customer service team, financial services experience, Series 7, Series 66, State of Wisconsin Life, Accident and Health License.  Proficient in the following programs:   Microsoft Word and Excel, NetX360, Salesforce, Morningstar and other industry programs and CRMs
What's in this for you? 
  • Monday through Friday hours, employee appreciation, competitive benefits package, relocation assistance, family driven culture. Work, life balance  
Click on "Apply Now" to be considered for the Client Services Manager job in Fond du Lac, WI!  Schedule an immediate interview!
Equal Opportunity Employer Minorities/Women/Veterans/Disabled
The Company will consider for employment qualified applicants with arrest and conviction records


Recommended skills

Verbal Communication
Time Management
Decision Making
Strategic Thinking
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Job ID: US_EN_99_026909_563759


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The global leader in workforce solutions.
We have more than 50 years' experience in the staffing game. In that time, we've merged, acquired and grown our way to becoming the global staffing leader. The name "Adecco" itself actually came about back in 1996 when two of the world's top staffing firms, Adia and Ecco, merged. And while we appreciate our history, we're much more focused on the future-ours and yours.

We’re more than just a place to work.
Why be the world’s leading provider of recruiting and career service solutions if you can’t also make that world a better place to live and work? We pride ourselves on a culture that is welcoming and inclusive in the workplace but also engaged with the communities we serve.

If you’re looking for new job opportunities, Adecco gives you access to more jobs at more companies than any other staffing solutions company. And the resources you need to realize your career goals. Adecco is the workforce solutions leader in North America, with a comprehensive service offering that includes temporary and contract staffing, permanent staffing/direct hire, outplacement and career services, recruitment process outsourcing, training and consulting. Adecco specializes in the following industries:

• Office, Clerical & Administrative
• Industrial & Manufacturing
• Finance & Accounting
• Creative & Marketing
• Hospitality
• Human Resources
• Call Center & Customer Service
• Engineering & Technology
• Medical & Science
• Retail & Sales
• Warehousing
• Transportation

When you’re ready to find out what we can do for you, stop by one of our 400+ branches in the U.S., or visit adeccousa.com today. Adecco will consider employment for qualified applicants with arrest and conviction records.

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