Client Service Manager

Northwestern Mutual; Mishawaka (IN); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company match

Paid holidays & PTO

Flexible work arrangements

Job summary

Summit Financial Group in Fort Wayne, IN, is seeking a Client Service Manager to lead on-site client service delivery for a select advisory team. The role coordinates across planning, operations, and compliance to ensure seamless client experiences.

The ideal candidate has 5+ years in wealth management, holds required licensure, and is proficient with CRM systems and Microsoft Office. Responsibilities include onboarding, reporting, and maintaining strong client relationships.

Qualifications

• 5+ years of experience in financial services or wealth management.
• Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period).
• Proficiency in CRM systems and Microsoft Office.
• Experience supporting high-net-worth or complex clients preferred.

Responsibilities

• Own day-to-day service delivery for assigned client relationships and ensure high-quality execution.
• Coordinate across advisory, planning, and operations teams for client lifecycles.
• Prepare materials, reports, and documentation for client meetings and onboarding.
• Track workflows, deadlines, and action items to maintain service excellence.

Skills

Client service

CRM proficiency

Microsoft Office

Education

Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66

Tools

CRM systems

Microsoft Office

Job description

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Role

Reporting to the Manager of Client Service, the Client Service Manager (CSM) is an individual contributor responsible for delivering a seamless, responsive, and frictionless client experience. This role serves as the operational and service execution lead for client relationships, ensuring consistent, high quality delivery across all aspects of the client lifecycle. The CSM serves as the central coordinator across advisory, planning, and operations teams, driving accountability, managing workflows, and ensuring seamless execution while reinforcing client confidence through precision and reliability for the assigned advisory team.

Key Responsibilities

Client Service Delivery & Execution

• Own day to day service delivery for assigned client relationships
• Execute client service needs in alignment with financial plans and advisor direction
• Prepare materials, reports, and documentation for client meetings
• Manage account servicing, transactions, and operational requests
• Coordinate risk, wealth, and planning-related activities
• Ensure all service interactions meet compliance and firm standards

Client Relationship Management

• Serve as the primary point of contact for operational and service-related client need
• Build and maintain strong client relationships through proactive, consistent communication
• Facilitate client requests including paperwork, account changes, transfers, and inquiries
• Provide clear, timely updates on status, next steps, and timeline
• Support onboarding of new clients and ensure a smooth transition into ongoing service
• Role does not provide financial advice or make investment recommendations
• Role does not own strategic planning decisions for client portfolios

Workflow & Process Ownership

• Act as the “air traffic controller” for all pre and post meeting tasks and deliverables
• Track and manage deliverables, deadlines, and open action items
• Ensure follow-through on all client and team commitments
• Gather, organize, and maintain accurate client data and documentation
• Identify process improvements to enhance efficiency and client experience
• Contribute to documentation and standardization of processes
• Ensure adherence to regulatory and compliance requirements

Team Coordination & Operational Leadership

• Coordinate across Financial Planning, Wealth Operations, Risk Operations, and Advisory teams
• Ensure alignment and timely execution of client-related work
• Anticipate issues and elevate proactively before they impact the client experience
• Reinforce accountability across team members for client deliverables

Qualifications and Experience

• 5+ years of experience in financial services or wealth management
• Required Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period)
• Strong understanding of client service operations and workflows
• Proficiency in CRM systems, Microsoft Office (Excel, Outlook), and financial platforms
• Experience supporting high-net-worth or complex clients preferred

Core Competencies

• Commitment to exceptional customer service
• Strong sense of professionalism and ability to stay composed under pressure
• Team-oriented, adaptable, and comfortable working in a collaborative, high-energy environment
• Attention to detail and accuracy
• Strong follow-through and ownership of outcomes
• Commitment to professional growth and industry knowledge
• Competitive salary and profit-sharing bonus structure
• Comprehensive insurance package with company paid dental, vision, short & long-term disability
• Retirement plan with company match
• Paid holidays, PTO, and flexible work arrangements
• Professional development and continuing education support

Location: On-site, Mishawaka, IN