Client Services Manager

Friday Services; Hendersonville (NC); On-site; USD 10,000 - 60,000; Full time

Job summary

An award-winning wealth management firm is seeking a Client Services Manager to join their team. This contract-to-hire position offers a stable weekday schedule and the chance to grow into a full-time role. You will support a Certified Financial Planner and manage essential client services, ensuring high-quality operations in a supportive environment. With opportunities for mentorship and hands-on training, this role is perfect for detail-oriented professionals looking to make an impact in the financial sector. Don't miss your chance to be part of a trusted team.

Benefits

Medical insurance

Vision insurance

401(k)

Disability insurance

Qualifications

• Detail-driven professional with a background in finance or a regulated industry.
• Proficient in computer use, especially with dual monitors.

Responsibilities

• Act as the primary contact for high-net-worth clients and manage scheduling.
• Support investment operations and ensure regulatory compliance.

Skills

Attention to detail

Interpersonal communication

Computer proficiency

Self-starter

Education

Background in finance or investments

Notary Public certification

Tools

MS Teams

Job description

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This range is provided by Friday Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$20.00/hr - $23.00/hr

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Senior Technical Recruiter - Talent Acquisition

Now Hiring: Client Services Manager (Customer Service – Wealth Management)

Schedule: Monday–Friday, 8:30 AM – 5:30 PM (1-hour lunch break)

Dress Code: Business casual (jeans not permitted)

Join an Award-Winning Wealth Management Team

Are you a detail-driven professional who values precision, independence, and purpose-driven work? Friday Services is proud to partner with a nationally recognized financial advisory firm—recently named Most Trusted in Wealth Management by the 2025 J.D. Power Investor Satisfaction Study—to find a dedicated Client Services Manager.

In this contract-to-hire position, you'll support a Certified Financial Planner and serve as the trusted primary contact for a close-knit group of high-net-worth clients, most of whom are seniors. You’ll play a vital role in ensuring seamless daily operations and high-quality client service in a respected, ethical, and supportive environment.

• Act as the front-line liaison: answer phones, manage scheduling, emails, and incoming mail
• Support investment operations: open accounts, process distributions, and handle trust documentation
• Run and manage essential financial reports, ensuring regulatory compliance
• Maintain the utmost confidentiality and accuracy in handling sensitive information
• Communicate with remote colleagues via MS Teams and manage solo office responsibilities
• Stay on top of deadlines and office logistics with a high degree of autonomy

What We’re Looking For:

• Background in finance, investments, or a regulated industry preferred
• Meticulous attention to detail with a passion for accuracy
• Strong self-starter who thrives when working independently
• Proficiency with computers (experience with dual monitors a plus)
• Warm, professional demeanor and excellent interpersonal communication skills
• Notary Public certification is a bonus

Why This Role Stands Out:

• Stable weekday schedule with no weekend hours
• Opportunity to grow into a long-term, full-time role with a highly trusted firm
• Meaningful, impactful work supporting clients’ financial well-being
• Mentorship and hands-on training from the outgoing Client Services Manager during May 2025

Interviews begin immediately. Apply now to take the next step in a rewarding career with a trusted financial leader.

Seniority level

• Associate

Employment type

• Contract

Job function

• Customer Service

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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