Client Services Manager

NextPhase Search, INC.; Haddonfield (NJ); Sur place; USD 85 000 - 110 000; Plein temps

Résumé du poste

NextPhase Search, INC. is seeking an experienced wealth management client service professional in Haddonfield, NJ to own day-to-day client service. You will manage the advisor’s calendar, prepare for meetings, and handle requests to keep clients well cared for in this full-time, in-office role.

You’ll support from onboarding to funding, coordinate transfers, process requests, and maintain CRMs. 7+ years in the field and Series 7/63 are a plus; licensed candidates may expand responsibilities.

Qualifications

• 7+ years supporting advisors at an RIA, broker/dealer, or wealth management firm.
• Organized and proactive in a fast-paced office.
• Licensed candidates may take on expanded responsibilities.

Responsabilités

• Deliver proactive, highly personalized service from onboarding to funds routing.
• Manage the advisor’s calendar and the cycle of client reviews.
• Prepare for client meetings and own follow-up and open items.
• Coordinate onboarding, from paperwork and transfers to funded accounts.
• Process ACH, wire, distribution, and transfer requests with verification.
• Track client RMDs and ensure year-end status resolution.
• Maintain client records in the firm’s CRM with accuracy.
• Coordinate events, outreach, and compliant client communications.
• Run day-to-day office operations, including workflows, vendors, and supplies.

Connaissances

Client service

Calendar management

Client onboarding

Communication

Formation

Series 7/63 license (plus)

Outils

CRM software

Description du poste

NEW!! Client Service Manager, Wealth Management, Haddonfield NJ

About the Company/Role:

Our client, an established boutique wealth management firm with an exceptional commitment to client service and relationships, is seeking an experienced wealth management client service professional to own day-to-day service for its clients in a high-impact role. You would manage the advisor’s calendar and the cycle of client meetings, prepare the advisor for each one, and handle the requests and follow-through that keep clients well cared for. This is a full-time, five-day in-office role in a small and friendly setting, working closely with the advisor, serving clients by phone and email, and welcoming them in person when they visit the office. Do you love client service and have the ability to be two steps ahead of a busy and successful advisor?

About you:

You have 7+ years of experience supporting advisors and serving individual clients at an RIA, broker/dealer, or wealth management firm. You are organized and proactive, enjoy the structure and energy of a busy office, and take pride in being the person people can count on, whether that’s a client with a question or an advisor heading into a meeting. Series 7/63 is a plus, and licensed candidates will have the opportunity to take on an expanded role.

What you'll do:

You will deliver proactive, highly personalized service, from onboarding new clients to making sure funds are available and routed to the right place when clients need them, accurately and on time.

• Manage the advisor’s calendar and the cycle of recurring client reviews
• Prepare the advisor for client meetings, then own follow-up and open items
• Coordinate new client onboarding, from paperwork and transfers to funded accounts
• Process ACH, wire, distribution, and transfer requests using strict verification
• Track RMDs so every client’s status is resolved before year-end
• Handle account maintenance, such as beneficiary updates and address changes
• Request and track client tax documents and route them for review
• Prepare and track advisory agreements, disclosures, and signatures
• Keep client records and activity accurately documented in the firm’s CRM
• Coordinate prospect events, attendee follow-up, and consultation scheduling
• Maintain thoughtful client touchpoints, such as cards and gifts for milestones
• Support marketing and client communications within compliance guidelines
• Run day-to-day office operations, including workflows, vendors, and supplies