Senior Client Service & Operations Manager

Beacon Financial Services; Wayne (PA); Hybrid; USD 90,000 - 115,000; Full time

Benefits offered by this job

Health coverage

Dental coverage

Vision coverage

401(k) match

Hybrid schedule

Job summary

Beacon Financial Services in Wayne, PA is seeking an experienced, Series 7-licensed professional to be the operational right hand for our advisors. This senior role blends hands-on client service with ongoing process improvement, enabling advisors to spend more time with clients.

The position offers a hybrid schedule (Mon/Wed/Thu in office; Tue/Fri remote) and a total compensation opportunity up to about $125,000, with base salary in the $90k–$115k range and a 3% 401(k) match.

Qualifications

• Active Series 7 license.
• 5+ years of relevant financial-services experience preferred; exceptional candidates with 3+ years of directly relevant experience will be considered.
• Hands-on advisor-support experience including client servicing, money movement, account documentation, and operational workflows.
• Direct client-facing experience and sound judgment with high-value clients.
• Ability to work in our Wayne, PA office Monday, Wednesday, and Thursday.

Responsibilities

• Own client service execution across money movement, transfers, account maintenance, ACATs, and advisor-directed transactions.
• Prepare client reviews with the right account, performance, investment, and planning information - then make sure follow-up actually gets completed.
• Keep Salesforce, eMoney, and other firm systems current with important client details, meeting notes, and action items.
• Run account and performance reports, monitor recurring needs such as RMDs, research questions, and coordinate with custodians and outside partners.
• Catch issues before they become problems and make sure commitments made to clients do not disappear into an inbox or meeting note.

Skills

Client service

Advisor support

Money movement

Account maintenance

Problem solving

Education

Series 7 license

Tools

Salesforce

eMoney

Kestra

Job description

Total compensation opportunity up to ~$125K

Wayne, PA

Mon / Wed / Thu in office

Tue / Fri remote

100% company-paid employee medical, dental & vision

401(k) match up to 3%

You're probably already the person everyone turns to.

When an advisor has an unusual client request, an account issue gets complicated, a process is not working, or someone simply asks, “How do we do this?” - you are usually the person who figures it out.

If that sounds familiar, Beacon Financial Services may have built a role around exactly what you are best at.

We are looking for an experienced, Series 7-licensed financial-services professional who can become the operational right hand to our advisors and, over time, one of the people who helps shape how our firm operates.

Beacon Financial Services is a growing, family-owned and operated firm serving high-net-worth individuals and families, business owners, and employer-sponsored retirement plans across both Wealth Management and Retirement Plan advisory services.

We are investing in the people and processes that will let us grow without sacrificing service. This role is a key part of that next stage: freeing our advisors to spend more time advising and building relationships while strengthening the operational engine behind the business.

What this role really is...

This role has two closely connected responsibilities. The first is immediate and hands-on. The second is earned over time through mastery of Beacon's business, clients, systems, and workflows.

1. Be an exceptional partner to our advisors and clients

• Your first priority will be learning Beacon's business and becoming outstanding at the operational work that supports our advisors - taking administrative and client-service responsibilities off their plates so they can spend more time advising clients and building relationships.
• Own client service execution across money movement, transfers, account maintenance, ACATs, and advisor-directed transactions.
• Prepare client reviews with the right account, performance, investment, and planning information - then make sure follow-up actually gets completed.
• Keep Salesforce, eMoney, and other firm systems current with important client details, meeting notes, and action items.
• Run account and performance reports, monitor recurring needs such as RMDs, research questions, and coordinate with custodians and outside partners.
• Catch issues before they become problems and make sure commitments made to clients do not disappear into an inbox or meeting note.

2. Become the operational expert behind the business

• Once you have learned how Beacon operates and earned credibility, the role expands. We want someone who does not just ask, “What is the process?” but eventually asks, “Why is this the process - and is there a better way?”
• Learn and document how work moves across Wealth Management and Retirement Plans - forms, handoffs, providers, systems, and compliance-sensitive steps.
• Identify bottlenecks, recurring errors, unnecessary steps, and tribal knowledge.
• Build clearer checklists, templates, workflows, and service standards - and help implement them.
• Create clarity around ownership and help the team consistently execute the processes we have agreed upon.
• Become the trusted internal resource for complex “How do I...?” questions and help the organization get better as it grows.

MASTER THE WORK->BECOME THE EXPERT->IMPROVE THE SYSTEM

You do not need to arrive as a retirement-plan expert. 401(k) experience is a meaningful advantage, but strong industry knowledge, learning speed, and comfort with complexity matter more.

• Support advisors and Relationship Managers with plan onboarding, provider implementations, service needs, and troubleshooting.
• Work with recordkeepers, TPAs, and other partners to keep projects moving and track responsibilities, paperwork, and deadlines.
• Help advisors analyze documents such as 408(b)(2) disclosures and learn recurring retirement-plan workflows.
• Identify ways to make those processes faster, clearer, and more reliable for clients and the internal team.

Tools for Success

You do not need experience with every system below. You do need to learn technology quickly and use it - including automation and AI - to improve execution.

• eMoney
• Fi360
• Fiduciary Decisions
• Envestnet
• Zocks AI
• Zoom
• Albridge
• Microsoft 365

Who We Are Looking For

This is a senior-level role for someone who already knows what excellent client service and advisor support look like.

Non-Negotiables

• Active Series 7 license.
• 5+ years of relevant financial-services experience preferred; exceptional candidates with 3+ years of directly relevant experience will be considered.
• Hands-on advisor-support experience including client servicing, money movement, account documentation, and operational workflows.
• Direct client-facing experience and sound judgment with high-value clients.
• Ability to work in our Wayne, PA office Monday, Wednesday, and Thursday.

Strongly Preferred

• Series 63 or 66; candidates without one should be willing and able to obtain the required license after joining.
• Experience serving high-net-worth clients.
• Retirement-plan or 401(k) experience.
• Experience improving workflows, documenting procedures, or building repeatable processes.
• Experience with Salesforce, eMoney, Kestra or similar platforms, and portfolio-reporting or investment-analysis systems.

What Matters Most

Ownership. You notice what needs to be done and do not wait to be reminded.

Judgment. You know when to move quickly, when to slow down, and when to ask a question.

Follow-through. A task is not finished until the client commitment and internal follow-up are complete.

Process thinking. Inefficiency bothers you, and you naturally look for a better way.

Learning agility. You can master new systems, rules, providers, and workflows quickly.

Detail and professionalism. You can be trusted with important clients, sensitive matters, and accuracy-critical work.

This Probably Is Not the Right Role If...

• You prefer narrowly defined assignments and want someone else determining every next step.
• Process documentation and accountability feel like administrative overhead to you.
• You want to manage people without first becoming exceptional at the underlying work.

Access: Work directly with advisors and firm leadership - not disappear inside a large organization.

Influence: Operational excellence matters here, and you will have a real voice in improving how the firm works.

Breadth: You will develop expertise across both private wealth and employer-sponsored retirement-plan businesses.

Trajectory: As you master the role, your scope can grow into broader operational and leadership responsibility.

Recognition: This is not a “back-office support” seat. Excellence here will be visible and strategically important.

• $90,000-$115,000 base salary, depending on experience and qualifications, plus performance bonus with total annual compensation opportunity up to approximately $125,000.
• 100% company-paid employee health, dental, and vision insurance.
• 401(k) plan with up to a 3% employer match, with investment-management fees waived within the Beacon plan.
• Generous PTO and a flexible hybrid schedule: Monday, Wednesday, and Thursday in our Wayne office; Tuesday and Friday remote.
• Easy-to-commute Class A office space with access to an on-campus, fully equipped fitness center.

What Success Looks Like

Early on: Learn our clients, advisors, technology, providers, and workflows; become a trusted operational resource; and begin freeing advisors from administrative work.

As you grow into the role: Recognize where processes break down, improve how work gets done, and become a resource for complex operational questions.

Longer term: Expand into broader responsibility for client service, operations, team leadership, and firmwide execution as your mastery grows.