Title Client Services Manager (17027)
Salary $40,000-50,000/year
Employer Donaldson Capital Management
Job Information

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:

  • Organization: Excellent time management skills; excellent attention to detail; the capacity to prioritize by assessing situations to determine urgency; ability to develop a work schedule, and ability to make clear and timely decisions
  • Timely Communication: Excellent listening skills, oral and written communication skills; timeliness of communications is critical
  • Needs Assessment: Anticipate, understand, and respond to the needs of DCM team and the clients to meet or exceed their expectations

Essential Duties and Personal Attributes include: 

  • Consistently maintains excellent communications with the client – develop an understanding of the client’s accounts, objectives, & goals (“shepherding” the client).
  • Implement mechanisms for pro-active communications with existing clients to solicit feedback regarding services.
  • Demonstrates ability to add value by anticipating possible solutions and partnering with team and/or client to implement
  • Ability to use logical reasoning to arrive to solutions to work-related problems
  • Maintain self-control under workload pressures without exhibiting negative behavior
  • Ability to learn new technical skills
  • Establish and maintain effective working relationships
  • Fiscal management experience

Key Qualifications:  

  • 2-3 years of experience in the financial industry
  • Inquisitive with strong detail orientation with exceptional organizational skills
  • Dynamic interpersonal skill and ability to deal with people at all levels
  • Advanced computer skills, including Microsoft Office Suite, specifically Excel and Word
  • Advent Investment Management software and Sales Force CRM experience a plus
  • Registered Paraplanner (RP) designation a plus
  • Series 65 or 66 license a plus
  • B.S. in accounting, finance, or related field required

This position offers competitive benefits and salary range of $40-50K annually based upon experience.

Location Evansville, Indiana
Apply Now