Client Services Manager

Magellan Financial & Insurance Services, Inc.; Virginia Beach (VA); On-site; USD 50,000 - 70,000; Full time

Job summary

Magellan Financial & Insurance Services, Inc. seeks an on-site Office Coordinator in Virginia Beach to own client communications, manage applications, and coordinate the office calendar and events.

You will work closely with advisors, handling confidential information with accuracy and prioritization to keep workflows running smoothly. Five days a week in the Virginia Beach office, with a focus on reliability and attention to detail.

Qualifications

• You've owned a client-service, administrative workflow from intake through completion.
• Warm, professional communication by phone, email, and in person.
• Accuracy in a confidential environment—catch issues early.
• Independent prioritization across calls, calendars, and events.
• Willingness to work full-time on-site in Virginia Beach.

Responsibilities

• Own client contact, messages, and routing to the right advisor.
• Ensure accurate financial applications from intake to completion.
• Manage the office calendar, meetings, and deadlines.
• Keep CRM and files up to date with timely follow-ups.
• Coordinate client events and office logistics.

Skills

Client-service mindset

Phone and email communication

Confidentiality & accuracy

Independent prioritization

Tools

CRM

Calendar management

Job description

You know the difference between answering a phone and owning what happens after it rings. Between filing a document and moving an application until it's actually done. Most offices split that work into pieces and give ownership to no one. We're doing the opposite.

Alloy Wealth VA is a retirement-planning practice in Virginia Beach - the brand is new; the practice isn't. We carry forward longstanding local roots and existing client relationships into a new chapter of growth. We're hiring one person to own the full client-and-office rhythm.

What you'll own

• Client contact - the first voice on the phone, the first face in the office. Complete, accurate messages; routine questions handled well; advice questions routed to the right advisor fast.
• Financial applications - accuracy and completeness from intake through completion, missing documents pursued, status and next step visible so nothing stalls quietly.
• The calendar - scheduling, confirmations, deadlines, conflict prevention, and meeting logistics for the whole office.
• Records and open loops - CRM, tasks, notes, and files - are up to date enough that anyone can trust them, with follow-ups closed before anyone has to chase them.
• Events and the office itself - client events, vendors, materials, logistics, and a space that's organized, welcoming, and ready.

Why this seat

This isn't reception, and it isn't people management - there are no direct reports. You run the workflow, not the staff. In a small advisor-led office, everything above belongs to one accountable owner: you. You work directly with the advisors leading the practice; your effect on clients and advisor capacity shows quickly, and you build real depth across advisory and insurance workflows without carrying a personal sales or production mandate. As trust builds, so does the scope of what you own.

The honest trade

The role is broad and hands-on. Five days a week in our Virginia Beach office. Some hours are hospitality; some are exacting document detail - most days are both. There are no layers here; the work is yours. If you want distance from execution or one narrow lane, this isn't your seat.

What you need

• You've owned a client-service, administrative, or document-heavy workflow from intake through completion - not one step in someone else's.
• Warm, professional communication by phone, email, and in person, with accurate capture and sound judgment about what to handle and what to escalation.
• Accuracy in a confidential environment - you catch incomplete, inconsistent, or missing information before it becomes a problem.
• Independent prioritization across calls, calendars, applications, events, and everything else a small office generates.
• A sustainable full-time, on-site commitment to Virginia Beach.

Compensation:

$50,000-$70,000 base. Placement depends on relevant experience and remaining ramp.

If you've been the person a whole office quietly depends on, we'd like to meet you.