|Title||Client Services Manager (17027)|
|Employer||Donaldson Capital Management|
Donaldson Capital Management has partnered with Gorman Recruiting to fill a position for a Client Services Manager (CSM) in Evansville, IN. In this highly confidential position, the Client Services Manager will build and maintain client relationships and improve client satisfaction.
The ideal candidate must possess analytical and problem-solving abilities and must have a “servant’s heart”.
This position assists the Portfolio Managers (PM) by performing prompt and outstanding client services which frees time for the PMs to focus on acquiring new clients and assets. Additionally, the CSM assists the PM by preparing portfolio reviews and preparing for prospect meetings and contracts.
Must have 2 -3 years of experience working in the Financial industry with competencies in the following key areas:
Essential Duties and Personal Attributes include:
This position offers competitive benefits and salary range of $40-50K annually based upon experience.