Client Service Professional/Client Team Lead

ProWealth Financial; Maple Grove (MN); On-site; USD 42,000 - 90,000; Full time

Benefits offered by this job

401(k) Match

Paid Time Off (PTO)

Monday through Friday schedule

Professional development and growth

Job summary

ProWealth Financial is seeking a Client Service Manager & Office Lead to join our team. This role focuses on exceptional client service, relationship building, and ownership of daily office operations within a growth-focused financial services firm.

The candidate should be organized, proactive, and committed to delivering outstanding client experiences. Excellent communication and leadership potential are essential, with long-term growth opportunities within the firm.

Qualifications

• 3+ years of experience in wealth management or financial services.
• Strong client service and relationship management skills.
• Excellent written and verbal communication abilities.
• Strong organizational skills and attention to detail.
• Ability to prioritize, multitask, and work efficiently in a fast-paced environment.

Responsibilities

• Serve as the first point of contact for clients and prospective clients.
• Build strong relationships through exceptional customer service.
• Respond to client inquiries and service requests in a timely manner.
• Coordinate client meetings, appointments, and advisor schedules.
• Monitor and manage incoming phone calls and emails.
• Process new account paperwork and account maintenance requests.
• Assist clients with transactions, distributions, and service needs.
• Enter and maintain client information within CRM system.
• Document client interactions and meeting notes.
• Handle incoming and outgoing mail, scanning, and document management.
• Coordinate client events and appreciation activities.
• Manage birthday and anniversary mailings.

Skills

Client service

Relationship management

Communication skills

Organizational skills

CRM systems

Microsoft Office

Google Workspace

Spreadsheets

Education

Bachelor's Degree

Tools

CRM systems

Microsoft Office

Google Workspace

Spreadsheets

Job description

Build Your Future with ProWealth Financial

ProWealth Financial is seeking a Client Service Manager & Office Lead to join our growing team.

This position is ideal for a motivated professional who enjoys building relationships, providing exceptional client service, and taking ownership of office operations. The successful candidate will serve as a key point of contact for clients while helping ensure the smooth day-to-day operation of our firm.

We are looking for someone who is organized, detail-oriented, proactive, and committed to delivering an outstanding client experience. This role offers long-term opportunities for professional growth, increased responsibility, and leadership within the firm.

Primary ResponsibilitiesClient Service & Relationship Management

• Serve as the first point of contact for clients and prospective clients
• Build strong relationships through exceptional customer service
• Respond to client inquiries and service requests in a timely manner
• Coordinate client meetings, appointments, and advisor schedules
• Monitor and manage incoming phone calls and emails

Operations & Administrative Support

• Process new account paperwork and account maintenance reques
• tsAssist clients with transactions, distributions, and service nee
• dsEnter and maintain client information within CRM syste
• msDocument client interactions and meeting not
• esHandle incoming and outgoing mail, scanning, and document manageme
• ntCoordinate client events and appreciation activiti
• esManage birthday and anniversary mailin

Office Leadershi

• pAssist with improving office workflows and procedu
• resHelp coordinate daily office operations and team activit
• iesIdentify opportunities to improve efficiency and client serv
• iceTake on increasing leadership responsibilities as the firm gr

Compliance & Accura

• c
• yAdhere to all compliance and risk management proced
• uresMaintain strict attention to detail when handling client informa
• tionEnsure paperwork, disclosures, and documentation are completed accurately and ti
• mely

Preferred Experie

• nc
• e3+ years of experience in wealth management or financial ser
• vicesStrong client service and relationship management s
• killsExcellent written and verbal communication abil
• itiesStrong organizational skills and attention to d
• etailAbility to prioritize, multitask, and work efficiently in a fast-paced enviro
• nmentProficiency with Microsoft Office, Google Workspace, CRM systems, and spreads

Preferred Lice

• nse
• sSeries 6, 7, and/or 66 licenses pre
• ferredIndustry licensing is not required but is considered

Educ

• atio
• nBachelor's Degree pr

What We

• Offe
• rCompetitive compensation: $42,000 - $90,000
• per yea
• rBonus
• es401(k)401(
• k) Match
• Paid Time O
• ff (PTO)Monday through Friday
• scheduleProfessional development and growth oppor
• tunitiesA supportive team environment focused on serving clients and growing

Additional Requi

• rement
• sBackground check
• requiredFingerprinting

Job Type: Full-Time
Work Location: In Person