Client Services Manager

Artisan Wealth Management, LLC; Jeffersonville (IN); On-site; USD 42,000 - 64,000; Full time

Job summary

Artisan Wealth Management, LLC is seeking a Client Service & Operations Associate to support a growing financial advisory practice in the Louisville/Jeffersonville area. The role emphasizes organization, reliability, and a client-centered approach to administrative work and workflow management.

The ideal candidate has experience in financial services or a related detailed, service-oriented environment and is eager to learn.

Qualifications

• Requires experience in banking, insurance, financial services, professional services, hospitality, or a detail-oriented client service environment.
• Strong organization, personal accountability, professionalism, and follow-through are essential.

Responsibilities

• Prepare and process new account paperwork, transfers, beneficiary changes, distributions, contributions, and other client service forms.
• Track paperwork through completion and resolve missing information or processing issues.
• Maintain accurate client records and documentation.
• After client meetings, turn action items into completed tasks and follow up with clients as needed.
• Maintain CRM data, create tasks and workflows, and track deadlines.
• Identify stalled items and bring them to the advisor's attention.

Skills

Organizational skills

Attention to detail

Follow-up

Communication with clients

Ownership

Phone outreach

Learning new technology

Tools

CRM system

Microsoft Excel

Job description

Financial Advisory Practice | Jeffersonville | Louisville

The Role

We are looking for a highly organized, dependable Client Service & Operations Associate to support a growing financial advisory practice in Louisville.

This is an excellent opportunity for someone early in their career who is organized, detail-oriented, enjoys helping people, and takes pride in getting things done correctly.

Financial-services experience is required.

The most important qualities are attention to detail, follow-through, organization, communication, and a willingness to learn.

The Goal

Your job is to help free the financial advisor to spend more time with clients, prospective clients, and financial planning—and less time tracking paperwork and administrative tasks.

When a client needs something done, you help make sure it gets done.

What You'll Own

Prepare and process new account paperwork, account transfers, beneficiary changes, distributions, contributions, money movement requests, and other client service forms.

Track submitted paperwork through completion and proactively resolve missing information, signatures, or processing issues.

Maintain accurate client records and documentation.

Client Task & Follow-Up Management

After client meetings, help turn action items into completed tasks.

Track outstanding client requests and follow up with clients when additional information or signatures are needed.

Follow up with custodians, investment companies, insurance companies, and other partners to keep client requests moving.

Most importantly, don't simply submit a request—own it until it is complete.

CRM & Workflow Management

Maintain accurate information within the firm's CRM.

Create and manage tasks and workflows following client meetings.

Track deadlines and outstanding items.

Help develop repeatable processes so routine client service activities are handled consistently.

Identify items that are stalled and proactively bring them to the advisor's attention.

What We're Looking For

We are interested in finding someone who:

• Is exceptionally organized and detail-oriented
• Likes completing tasks and checking things off a list
• Naturally follows up without needing to be reminded
• Can manage multiple requests at the same time
• Communicates professionally with clients
• Is comfortable learning new technology
• Takes ownership when something needs to get done
• Isn't afraid to pick up the phone to solve a problem
• Asks questions when something doesn't look right
• Enjoys creating order and improving processes

What Success Looks Like

After becoming established in the role, the advisor should rarely need to ask:

"Whatever happened with that?"

The Client Service & Operations Associate should already know the answer.

Successful performance means paperwork is accurate, client requests don't fall through the cracks, CRM tasks stay current, clients receive timely follow-up, and the advisor can confidently hand off operational responsibilities knowing they will be completed.

Experience

This is an intermediate-level position.

Experience in banking, insurance, financial services, professional services, hospitality, medical-office administration, or another detail-oriented client service environment is required.

It is important for the person that fills this role to have strong organization, personal accountability, professionalism, and follow-through skills.

This role provides an opportunity to learn the financial-services industry from the inside and grow as the practice grows.

For someone who demonstrates strong capabilities and initiative, there may be opportunities to take on greater responsibility in client service, operations, practice management, or other areas of the financial advisory business.