Client Services Manager

Apply for this Position

Application Form     (* indicates required field)

Please attach the following files

Please upload either a word or PDF version of your cover letter for this position.
Please upload either a word or PDF version of your current resume.
Such as letters of recommendation, work examples, etc.

Please answer the following questions to help us better evaluate your application.

i2iworkforce LLC

Candidate Privacy Notice

1. CANDIDATE PRIVACY NOTICE
1.1 i2iworkforce LLC (“we”/“the Company”) is a “data controller”. This privacy notice sets out how and why your personal data will be used for the purposes of the recruitment exercise, and for how long it will be retained.
2. COLLECTION AND USE OF DATA
2.1 We will comply with data protection law and principles in handling your personal data.
2.2 We will collect, store, and use the following categories of personal information about you:
2.2.1 Any information you have provided on your application, in your curriculum vitae and any covering letter.
2.2.2 Information about your current remuneration/benefits.
2.2.3 Whether or not you have a disability for which the Company needs to make reasonable adjustments during the recruitment process.
2.2.4 Any information you provide to us during an interview
2.2.5 Information on your entitlement to work in the UK (including a copy of your passport) and your right to drive (including a copy of your driving license and information provided through online checks).
2.3 We may also collect, store and use information about your health, including any medical condition, which is treated as particularly sensitive information, for the purposes of complying with our legal obligations.
2.4 We collect personal information about from you (the candidate), through CVs, covering letters and information collected through interviews or other forms of assessment.
2.5 We may also collect personal data about you from third parties, including recruitment agencies, government agencies, the Disclosure and Barring Service in respect of criminal convictions, and references/referees provided by you. If you have been referred to us by a third party, we will collect personal data about you from that third party for the purposes of making contact with you. We will only seek information from referees once a job offer to you has been made and will inform you that we are doing so.
2.6 We will use the personal information we collect about you to:
2.6.1 Assess your skills, qualifications, and suitability for the role.
2.6.2 Communicate with you about the recruitment process.
2.6.3 Keep records related to our hiring processes.
2.6.4 Comply with legal or regulatory requirements.
2.6.5 Carry out background and reference checks, where applicable.
2.7 The Company needs to use the information listed above in order to make decisions about your recruitment and to comply with its legal obligations. The Company has a legitimate interest in processing such personal data, in order to make recruitment decisions, and in keeping such records. The Company may also need to process such data to defend against legal claims.
2.8 Information about criminal convictions: We envisage that we will process information about criminal convictions.
2.9 We will collect information about your criminal convictions history if we would like to offer you the role (conditional on checks and any other conditions, such as references, being satisfactory). We are entitled to carry out a criminal records check in order to satisfy ourselves that there is nothing in your criminal convictions history which makes you unsuitable for the role. In particular, certain roles require a high degree of trust and integrity since they involve visiting clients’ homes and so we would like to ask you to seek a basic disclosure of your criminal records history. We have in place appropriate policy documentation and safeguards which we are required by law to maintain when processing such data.
2.10 If you fail to provide personal information: If you fail to provide information necessary for us to consider your application, we will not be able to process your application successfully.
2.11 Particularly sensitive information: We will use information about your disability status to consider whether we need to make adjustments during the recruitment process. For certain roles which involve substantial driving, we may conduct drug/alcohol testing as part of our recruitment process to ensure we comply with our obligations in relation to health and safety. In those cases, we will use that information for the purposes of considering whether to offer you employment or confirm an offer of employment.
2.12 Data sharing: We will only share your personal information with the following third parties for the purposes of processing your application: other entities in our group, the Home Office (for the purposes of checking your right to work) and third party service providers involved in the recruitment process (such as any recruitment agency we use and, for certain roles, providers of drug and alcohol testing services). All our third-party service providers and other entities in the group are required to take appropriate security measures to protect your personal information in line with our policies. We do not allow our third-party service providers to use your personal data for their own purposes. We only permit them to process your personal data for specified purposes and in accordance with our instructions. If you are offered the role, we may share your personal information with referees for the purposes of processing your application and potential employment.
2.13 Transfers of data outside the EU: We may transfer the personal information we collect about you outside the EU to staff based in the USA. To ensure that your personal information does receive an adequate level of protection we have put in place appropriate measures] to ensure that your personal information is treated by those third parties in a way that is consistent with and which respects the EU and UK laws on data protection. If you require further information about these protective measures, please contact dwindemuller@i2iworkforce.com
2.14 Data Security: We have put in place appropriate security measures to protect your personal information. In addition, we limit access to your personal information on a need to know basis.
2.15 Data breaches: We have procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where legally required to do so.
2.16 Data retention: If your application is unsuccessful, we will retain your personal information for a period of 6 months after notifying you, so that we can show, in the event of a legal claim, that we have not acted unlawfully. After this period, we will securely destroy your personal information.
2.17 Successful applicants: If your application is successful, your personal information will be retained in line with our policies on retention of employee information.
3. YOUR RIGHTS
3.1 Under certain circumstances, by law you have the right to:
3.1.1 Request access to your personal information (commonly known as a “data subject access request”)
3.1.2 Request correction of the personal information that we hold about you.
3.1.3 Request erasure of your personal information
3.1.4 Object to processing of your personal information where we are relying on a legitimate interest (or those of a third party) and you want to object to processing on this ground.
3.1.5 Request the restriction of processing of your personal information. This enables you to ask us to suspend the processing of personal information about you.
3.1.6 Request the transfer of your personal information to another party.
3.1.7 Complain to the Information Commissioner if you believe we have not complied with our obligations in respect of your personal data.
3.2 If you want to review, verify, correct or request erasure of your personal information, object to the processing of your personal data, withdraw consent given in relation to the processing of personal data or request that we transfer a copy of your personal information to another party, please contact dwindemuller@i2iworkforce.com, in writing.

i2iworkforce LLC

Candidate Privacy Notice

1. CANDIDATE PRIVACY NOTICE
1.1 i2iworkforce LLC (“we”/“the Company”) is a “data controller”. This privacy notice sets out how and why your personal data will be used for the purposes of the recruitment exercise, and for how long it will be retained.
2. COLLECTION AND USE OF DATA
2.1 We will comply with data protection law and principles in handling your personal data.
2.2 We will collect, store, and use the following categories of personal information about you:
2.2.1 Any information you have provided on your application, in your curriculum vitae and any covering letter.
2.2.2 Information about your current remuneration/benefits.
2.2.3 Whether or not you have a disability for which the Company needs to make reasonable adjustments during the recruitment process.
2.2.4 Any information you provide to us during an interview
2.2.5 Information on your entitlement to work in the UK (including a copy of your passport) and your right to drive (including a copy of your driving license and information provided through online checks).
2.3 We may also collect, store and use information about your health, including any medical condition, which is treated as particularly sensitive information, for the purposes of complying with our legal obligations.
2.4 We collect personal information about from you (the candidate), through CVs, covering letters and information collected through interviews or other forms of assessment.
2.5 We may also collect personal data about you from third parties, including recruitment agencies, government agencies, the Disclosure and Barring Service in respect of criminal convictions, and references/referees provided by you. If you have been referred to us by a third party, we will collect personal data about you from that third party for the purposes of making contact with you. We will only seek information from referees once a job offer to you has been made and will inform you that we are doing so.
2.6 We will use the personal information we collect about you to:
2.6.1 Assess your skills, qualifications, and suitability for the role.
2.6.2 Communicate with you about the recruitment process.
2.6.3 Keep records related to our hiring processes.
2.6.4 Comply with legal or regulatory requirements.
2.6.5 Carry out background and reference checks, where applicable.
2.7 The Company needs to use the information listed above in order to make decisions about your recruitment and to comply with its legal obligations. The Company has a legitimate interest in processing such personal data, in order to make recruitment decisions, and in keeping such records. The Company may also need to process such data to defend against legal claims.
2.8 Information about criminal convictions: We envisage that we will process information about criminal convictions.
2.9 We will collect information about your criminal convictions history if we would like to offer you the role (conditional on checks and any other conditions, such as references, being satisfactory). We are entitled to carry out a criminal records check in order to satisfy ourselves that there is nothing in your criminal convictions history which makes you unsuitable for the role. In particular, certain roles require a high degree of trust and integrity since they involve visiting clients’ homes and so we would like to ask you to seek a basic disclosure of your criminal records history. We have in place appropriate policy documentation and safeguards which we are required by law to maintain when processing such data.
2.10 If you fail to provide personal information: If you fail to provide information necessary for us to consider your application, we will not be able to process your application successfully.
2.11 Particularly sensitive information: We will use information about your disability status to consider whether we need to make adjustments during the recruitment process. For certain roles which involve substantial driving, we may conduct drug/alcohol testing as part of our recruitment process to ensure we comply with our obligations in relation to health and safety. In those cases, we will use that information for the purposes of considering whether to offer you employment or confirm an offer of employment.
2.12 Data sharing: We will only share your personal information with the following third parties for the purposes of processing your application: other entities in our group, the Home Office (for the purposes of checking your right to work) and third party service providers involved in the recruitment process (such as any recruitment agency we use and, for certain roles, providers of drug and alcohol testing services). All our third-party service providers and other entities in the group are required to take appropriate security measures to protect your personal information in line with our policies. We do not allow our third-party service providers to use your personal data for their own purposes. We only permit them to process your personal data for specified purposes and in accordance with our instructions. If you are offered the role, we may share your personal information with referees for the purposes of processing your application and potential employment.
2.13 Transfers of data outside the EU: We may transfer the personal information we collect about you outside the EU to staff based in the USA. To ensure that your personal information does receive an adequate level of protection we have put in place appropriate measures] to ensure that your personal information is treated by those third parties in a way that is consistent with and which respects the EU and UK laws on data protection. If you require further information about these protective measures, please contact dwindemuller@i2iworkforce.com
2.14 Data Security: We have put in place appropriate security measures to protect your personal information. In addition, we limit access to your personal information on a need to know basis.
2.15 Data breaches: We have procedures to deal with any suspected data security breach and will notify you and any applicable regulator of a suspected breach where legally required to do so.
2.16 Data retention: If your application is unsuccessful, we will retain your personal information for a period of 6 months after notifying you, so that we can show, in the event of a legal claim, that we have not acted unlawfully. After this period, we will securely destroy your personal information.
2.17 Successful applicants: If your application is successful, your personal information will be retained in line with our policies on retention of employee information.
3. YOUR RIGHTS
3.1 Under certain circumstances, by law you have the right to:
3.1.1 Request access to your personal information (commonly known as a “data subject access request”)
3.1.2 Request correction of the personal information that we hold about you.
3.1.3 Request erasure of your personal information
3.1.4 Object to processing of your personal information where we are relying on a legitimate interest (or those of a third party) and you want to object to processing on this ground.
3.1.5 Request the restriction of processing of your personal information. This enables you to ask us to suspend the processing of personal information about you.
3.1.6 Request the transfer of your personal information to another party.
3.1.7 Complain to the Information Commissioner if you believe we have not complied with our obligations in respect of your personal data.
3.2 If you want to review, verify, correct or request erasure of your personal information, object to the processing of your personal data, withdraw consent given in relation to the processing of personal data or request that we transfer a copy of your personal information to another party, please contact dwindemuller@i2iworkforce.com, in writing.

You must agree to the disclosure statement provided in order for us to accept your application.

To finalize your application, please confirm you are not a bot

You will receive confirmation after we have received your application.

Client Services Manager

Our client is based in Denver, CO and is a fast-paced rapidly growing practice that provides private wealth management services.  The firm has an opportunity for a self-motivated talented Client Services Manager who has the ability to successfully contribute as a part of the team towards their business growth.

Position Summary: 

The Client Services Manager is responsible for providing superior client service through diligent and detailed follow-up, and maintenance of client account information, handling incoming phone calls, inquiries, and directing client concerns appropriately.  This position involves direct contact with Firm clients and serves as a critical resource to the Firm’s Advisors generating documents and packets for Advisors to use in client meetings.  In addition, this role will provide administrative support to ensure that Advisors maximize their time interfacing with clients and prospective clients.  To be successful in this role requires ownership, accountability, professionalism, superior organizational skills, accuracy, and dependability, as well as effectively prioritize assignments and tasks while ensuring the Firm’s records are maintained.   Primary responsibilities are as follows:

 

1)      Client Service Manager (CSM) - need to ‘own’ every client service request and ensure it is resolved by the CSM or by another team member, while knowing the ‘tasks’ have been completed and never lost (the Redtail CRM system is “best in class” for support)

2)      New business applications – work with the Senior Relationship Manager(s) to craft all new product applications and broker / dealer application and suitability forms; set up a ‘new client’ SOP

3)      Client review – help the Senior Relationship Manager to always be well prepared in advance for a typical client review including a simple audit of the Circle Black client performance report; the eMONEY Financial Plan and the Review SOP Checklist, plus the Quarterly Client Roadmap

Essential Functions:

·         Manage, organize and update relevant data using multiple proprietary database applications (CRM) and effectively communicate with Advisors on the status of tasks

·         Locate and retrieve information quickly in order to assist Advisors by producing documentation used in client reviews as well as prospect meetings

·         Participate and arrange for client reviews to be conducted in an effort to ensure that all “A” clients are reviewed at least four times a year; all “B” clients are reviewed at least two times a year and all “C” clients are reviewed at least once a year

·         Ensure all records and communications are keep in the upmost secure manner; maintain absolute confidentiality

·         Perform application reviews by completing client account applications and reviewing for completeness

·         Drive efficiency by analyzing existing processes and making recommendations for improvements with the goal of reducing expenses for both internal and external clients

·         Provides excellent customer service by responding to callers and/or clients inquires with a sense of urgency and high caliber professionalism (i.e., company location or fax numbers)

·         Responsible for administrative duties to include:

o   maintaining filing system, scan and file documents

o   assist in ordering, receiving, stocking and distributing office supplies

o   open new relationship accounts, wire transfers, or scanning

o   coordinate the pick-up and delivery of express mail services (I.e., FedEx, or UPS)

·         Performs other duties, as required

Qualifications:

·         Requires high school diploma or GED; Associate’s degree preferred

·         Minimum of five (5) years total service experience within the financial services industry

·         Superior written and verbal communication skills to clearly communicate issues and provide resolutions

·         Proficient with Microsoft Office including Word, PowerPoint and Excel

·         Familiar with financial products and services, as well as, with portfolio management techniques, brokerage and investment products and services

·         Demonstrated strong interpersonal skills required to develop team and client relationships

·         Demonstrated ability to analyze information and to evaluate the implications of a course of action or solution

·         Proven ability to identify and recommend process improvements

·         Excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail, especially, in a time-sensitive environment, high pressure and meeting deadlines

·         Ability to use sound judgment and discretion regarding confidential information

·         Must be a self-starter, have a sense of urgency, take ownership, a continuous learner, possess a professional presence and detail-oriented

·         Current notary certification desirable

·         Hold Series 7, 66, or 63/65 licenses desirable


Compensation is competitive and benefits offered.

Location:  Denver, CO (Denver Tech Center area)

All well-qualified candidates are encouraged to submit a cover letter and resume.

Location: Denver, CO
Apply for this Position
Apply at: