Client Services Manager: Wealth Advisor Support & Growth

Trade Street Wealth Advisors; Greer (SC); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Health Care Benefits

Performance Bonuses

Profit Sharing

401(k) with Employer Match

11 Paid National Holidays

Paid Vacation Time

Job summary

Trade Street Wealth Advisors in Greer, SC is seeking an experienced Client Services Manager to support Financial Advisors and manage day-to-day client service needs.

You will provide administrative and operational support, prepare client materials, coordinate with broker-dealers, and maintain accurate client data in Redtail CRM, while delivering exceptional service in a small, collaborative office. You will assist with meetings, planning, and compliance tasks essential to client success.

Qualifications

• 2+ years of experience in financial services, wealth management, or a financial advisory office.
• Experience supporting a Financial Advisor or wealth management team preferred.
• Paraplanning experience or a recognized paraplanning certification preferred, but not required.
• Bachelor’s degree in finance, business, economics, financial planning, or a related field preferred.
• Strong understanding of investment and financial services terminology.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication skills.
• Professional and personable demeanor with clients.
• Proficiency with Microsoft Office, particularly Excel.
• Redtail CRM and/or RightCapital experience preferred.
• Experience with LPL Financial is a plus, but not required.
• Ability to manage multiple priorities and meet deadlines.
• Self-motivated, dependable, and able to work independently.
• Comfortable working in a small team environment where everyone contributes.

Responsibilities

• Serve as a primary contact for clients and provide exceptional, responsive service.
• Manage day-to-day client service requests and follow through to completion.
• Provide administrative and operational support to Financial Advisors.
• Prepare for client meetings and assist with meeting follow-up.
• Gather and organize client financial information and prepare client reports.
• Assist with new account openings, transfers, and other paperwork.
• Coordinate with broker-dealer and other financial service providers.
• Maintain accurate client data in Redtail CRM.
• Schedule client meetings and appointments; answer phones and assist clients.
• Assist with financial planning and account review preparation.
• Assist with compliance-related tasks and documentation.
• Support general office operations in a small, collaborative office.

Skills

Client service

Communication

Organization

Multitasking

Independent work

Education

Bachelor’s degree in finance, business, economics, financial planning, or related field

Paraplanning certification

Tools

Redtail CRM

RightCapital

Microsoft Excel

MS Office

Job description

Trade Street Wealth Advisors in Greer, SC is seeking an experienced Client Services Manager to support Financial Advisors and manage day-to-day client service needs.

You will provide administrative and operational support, prepare client materials, coordinate with broker-dealers, and maintain accurate client data in Redtail CRM, while delivering exceptional service in a small, collaborative office. You will assist with meetings, planning, and compliance tasks essential to client success.