Senior Client Services Manager - Wealth Management

Nashville Public Radio; Orlando (FL); On-site; USD 75,000 - 115,000; Full time

Benefits offered by this job

Competitive compensation

Excellent benefits

Performance-based bonuses

Job summary

A financial planning firm in Orlando, Florida is seeking a Client Service Manager with over 10 years of experience. The role includes managing client relationships, assisting financial planners, and ensuring compliance with SEC requirements. This firm promotes a supportive culture with competitive compensation and benefits. Ideal candidates are detail-oriented, communicative, and enjoy collaboration in a team-oriented environment.

Qualifications

• 3+ years experience in related field.
• Proficient in CRM systems and MS Office.
• Ability to work independently and as a team.

Responsibilities

• Build good relationships with clients through exceptional service.
• Assist with client onboarding and account management.
• Maintain accurate client records and support Advisors.

Skills

Customer service

Attention to detail

Communication skills

Problem solving

Teamwork

Tools

CRM systems

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

A financial planning firm in Orlando, Florida is seeking a Client Service Manager with over 10 years of experience. The role includes managing client relationships, assisting financial planners, and ensuring compliance with SEC requirements. This firm promotes a supportive culture with competitive compensation and benefits. Ideal candidates are detail-oriented, communicative, and enjoy collaboration in a team-oriented environment.