Client Service Manager
Heffernan Insurance BrokersScottsdale, Arizona, United States
Posted February 4, 2026
70000 - 85000 USD
Full Time
About the Company
Heffernan Financial is a financial services company that strives to do good for its clients, community, and planet.
Job Description
The Client Service Manager is responsible for delivering a high level of service to Heffernan Financial clients and to the Advisors they support. The Client Service Manager is expected to enhance client relationships and be an advocate for each client. In all aspects of the position, the Client Service Manager must promote professionalism, have a positive attitude, and take a proactive approach to their role.
Requirements
- Three plus years of relevant working experience in the financial or investment management industry.
- Education – High School diploma or equivalent required.
- Series 65 or 66 registration required.
- Series 6 or 7 registration preferred.
- Knowledge of financial planning and investment strategy/structure preferred.
- Excellent communication skills required, both verbal and written.
- Must be able to establish and maintain effective relationships with colleagues, customers, and business partners.
- Proficient in MS Office – namely Outlook, Word, and Excel.
- Professional demeanor and behavior are required, as referenced in Heffernan's core values (Habits)
Benefits
- Comprehensive benefits package
