Client Services Manager (Remote)

Tax Brilliance Inc.; Poland; Remote; PLN 40,000 - 60,000; Full time

Job summary

A financial services firm is seeking a Client Services Manager to ensure smooth onboarding and a high-quality service experience for clients. The role involves managing client information, tracking documents, and supporting advisors. Ideal candidates will have at least 2 years of experience in client service, excellent communication skills, and the ability to juggle multiple tasks in a remote setting. This full-time position offers flexibility and opportunities for growth.

Benefits

401(k)

Paid time off

Retirement plan

Tuition reimbursement

Qualifications

• 2+ years of experience in client service or administrative roles.
• Strong communication skills.
• Organized and detail-oriented.

Responsibilities

• Manage client onboarding and document collection.
• Track client documents and send reminders.
• Update CRM records after every interaction.
• Process service requests efficiently.

Skills

Client service

Admin skills

Strong written and verbal communication

Tech-savvy

Detail-oriented

Proactive problem solving

Tools

CRM systems

Project management tools

Digital filing systems

Job description

AtTax Brilliance Advisors, we’re more than a financial services firm — we’re a partner for business owners and families who want to lower taxes, protect their wealth, and build legacies that last. We combine advancedtax planning strategieswithwealth solutionsto deliver a white-glove client experience from start to finish.

We’re growing quickly and need aClient Services Managerwho can own thedetails of client onboarding, document collection, and service follow-upso our advisors can focus on strategy and client impact.

The Role

As our Client Services Manager, you’ll be theday-to-day contact for clients after they sign on, making sure they feel supported, informed, and cared for. You’ll manage client information in our systems, chase down documents, process service requests, and keep everything organized so nothing falls through the cracks.

Your mission: ensure every client enjoys asmooth, efficient, and professional experiencethat reflects the Tax Brilliance brand.

Responsibilities

• Manage client onboarding: send engagement letters, welcome emails, and tax planning questionnaires.
• Request, track, and organize client documents (tax returns, QuickBooks files, estate planning docs).
• Send reminders for missing documents and follow up promptly.
• Update CRM records after every call, email, or service touch.
• Process service requests (address changes, form updates, status updates).
• Prepare and log finalized paperwork (tax planning deliverables, questionnaires).
• Support advisors by preparing client files ahead of meetings.
• Maintain a high-touch, white-glove client experience in every interaction.

Qualifications

• 2+ years of experience inclient service, admin, or operations(financial services or similar compliance-driven industries preferred).
• Strong written and verbal communication skills — professional and client-friendly.
• Tech-savvy and organized — comfortable with CRMs, project tools, and digital filing systems.
• Highly detail-oriented — you notice errors, missing info, and incomplete files before others do.
• Able to juggle multiple clients and deadlines without dropping balls.
• Positive, coachable, and proactive — you bring solutions, not just problems.

Why Join Us

• 100% remote with flexibility.
• Direct impact on client experience in a growing advisory firm.
• A collaborative culture that valuesexcellence, growth, and integrity.
• Opportunities to grow into operations leadership as the firm expands.

Benefits

• 401(k)
• Paid time off
• Retirement plan
• Tuition reimbursement

Job Type: Full-time