Practice Operations & Client Services Leader

Fwainvest; Naperville (IL); On-site; USD 35,568 - 120,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Retirement savings plans

Paid time off and parental leave

Job summary

Fwainvest in Naperville, Illinois, is seeking a Practice Business Manager to provide essential support to financial advisors and clients. The candidate should possess strong communication and problem-solving skills, along with experience in a dynamic financial services environment.

This role involves managing client experiences, coordinating with home office staff, and developing training for financial advisors. A Bachelor's degree in a related field is required, complemented by relevant licenses like SIE and Series 7.

Qualifications

• 3+ years of experience in financial services.
• Bachelor’s degree in a related field.
• Licenses: SIE, Series 7, Series 63, 65, and/or 66.

Responsibilities

• Develop plans to monitor and control expenses.
• Lead delivery of the client experience.
• Coordinate workflows with home office personnel.
• Research and resolve complex client issues.
• Educate financial advisors on product enhancements.

Skills

Effective communication skills

Problem-solving skills

Organizational skills

Task management

Education

Bachelor's in Accounting

Bachelor's in Business Administration

Bachelor's in Finance

High School Diploma

Tools

CRM Software

Job description

Fwainvest in Naperville, Illinois, is seeking a Practice Business Manager to provide essential support to financial advisors and clients. The candidate should possess strong communication and problem-solving skills, along with experience in a dynamic financial services environment.

This role involves managing client experiences, coordinating with home office staff, and developing training for financial advisors. A Bachelor's degree in a related field is required, complemented by relevant licenses like SIE and Series 7.