Client Service Manager

Fiduciary Alliance; Greenville (SC); On-site; USD 50,000 - 65,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) with match and profit sharing

3 weeks paid time off + holidays

Job summary

Parallel Financial, backed by Fiduciary Alliance, is seeking a client-focused professional to deliver exceptional client experiences across calls, emails, and in-person interactions. The role emphasizes onboarding, account administration, CRM data integrity, and rigorous compliance in a fiduciary, fee-only environment.

You will collaborate with advisors and custodians to resolve issues, enhance engagement, and drive service excellence while maintaining organized records and accurate

Qualifications

• 3-5 years of experience in client service, ideally within financial services.
• Warm, responsive, and genuinely client-focused attitude.
• Organized and detail-oriented; you don’t let things fall through the cracks.
• Proficient with Microsoft 365, CRM systems (Salesforce preferred), and custodial platforms.
• Adaptable and reliable; you handle shifting priorities without losing your cool.
• Bachelor's degree preferred but not required.
• Financial services experience is a plus, not a requirement.

Responsibilities

• Serve as a primary point of contact for clients across phone, email, and in-person interactions.
• Coordinate client visits, prepare meeting materials, and manage client paperwork with precision.
• Facilitate communication between clients, advisors, and custodians.
• Identify and resolve client issues promptly, always with a solutions-first mindset.
• Collaborate with advisors to enhance client engagement and overall satisfaction.
• Complete full client onboarding, ensuring accurate setup and documentation for new accounts.
• Process account transfers, rollovers, and custodial changes in accordance with firm procedures.
• Establish and maintain bank links; execute money movements with precision and proper authorization.
• Proactively monitor client account activity to identify issues, opportunities, and required actions.
• Manage and resolve custodial alerts in a timely and accurate manner.
• Maintain accurate, up-to-date client records in the CRM system.
• Document all client interactions, transactions, and service activities.
• Generate and track service data to support client retention and firm reporting.
• Adhere to all regulatory, custodial, and firm compliance standards.
• Ensure all documentation, money movements, and account changes meet audit and regulatory requirements.
• Partner with compliance and operations teams to mitigate risk and resolve exceptions.

Skills

Client service

Communication

Organization

Adaptability

Attention to detail

Education

Bachelor's degree preferred

Tools

Microsoft 365

CRM systems (Salesforce preferred)

Custodial platforms

Job description

Do you love building genuine relationships with clients and helping advisors deliver an exceptional experience?

At Parallel Financial, client service is not a support function - it's the heartbeat of everything we do. We're a fee-only, fiduciary RIA backed by Fiduciary Alliance - a $1.5 billion regional platform built on one principle: clients' best interests, always. We're growing, and we need a sharp, organized, people-first professional to help us deliver a client experience that clients tell others about.

If you find genuine satisfaction in solving problems, keeping things organized, and making clients feel genuinely cared for - you'll fit right in here.

What You'll Do

Client Relationship Management

• Serve as a primary point of contact for clients across phone, email, and in-person interactions
• Coordinate client visits, prepare meeting materials, and manage client paperwork with precision
• Facilitate communication between clients, advisors, and custodians
• Identify and resolve client issues promptly, always with a solutions-first mindset
• Collaborate with advisors to enhance client engagement and overall satisfaction

Account Administration & Operations

• Complete full client onboarding, ensuring accurate setup and documentation for new accounts
• Process account transfers, rollovers, and custodial changes in accordance with firm procedures
• Establish and maintain bank links; execute money movements with precision and proper authorization
• Proactively monitor client account activity to identify issues, opportunities, and required actions
• Manage and resolve custodial alerts in a timely and accurate manner

CRM & Data Integrity

• Maintain accurate, up-to-date client records in the CRM system
• Document all client interactions, transactions, and service activities
• Generate and track service data to support client retention and firm reporting

Compliance & Risk Management

• Adhere to all regulatory, custodial, and firm compliance standards
• Ensure all documentation, money movements, and account changes meet audit and regulatory requirements
• Partner with compliance and operations teams to mitigate risk and resolve exceptions

What We're Looking For

• 3-5 years of experience in client service, ideally within financial services
• A natural with people - warm, responsive, and genuinely client-focused
• Organized and detail-oriented - you don’t let things fall through the cracks
• Comfortable with Microsoft 365, CRM systems (Salesforce preferred), and custodial platforms
• Adaptable and reliable - you handle shifting priorities without losing your cool
• Bachelor's degree preferred but not required
• Financial services experience is a plus, not a requirement

Our Culture - Five Values We Actually Live By

Deliver Legendary Client Service

Do the little things and the big things that make the difference. Go above and beyond. Create experiences clients tell others about.

Be a Fanatic About Response Time

Rapid response is one of the easiest ways to stand out. We take it seriously - and we expect you to as well.

Listen to Learn

Be present and engaged. Listen with care and empathy - and most importantly to understand.

Be Process Oriented

Create processes for every aspect of your work and turn those processes into habits that achieve consistent results.

Own Your Actions

Be personally accountable for your decisions and results. When mistakes happen - and they will - own them, learn from them, and grow beyond them.

What We Offer

• $50,000-$65,000 base salary (depending on experience) with total compensation package of ~$75,000
• Medical, dental, and vision coverage
• 401(k) with match and profit sharing
• 3 weeks paid time off plus paid holidays
• Wellness resources and voluntary benefit options
• A genuine growth path for the right person

Fiduciary Alliance, LLC is an equal opportunity employer. We value diversity and are committed to an inclusive workplace.