Wealth Client Experience Lead

Northwestern Mutual; Mishawaka (IN); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Retirement plan with company match

Paid holidays & PTO

Flexible work arrangements

Job summary

Summit Financial Group in Fort Wayne, IN, is seeking a Client Service Manager to lead on-site client service delivery for a select advisory team. The role coordinates across planning, operations, and compliance to ensure seamless client experiences.

The ideal candidate has 5+ years in wealth management, holds required licensure, and is proficient with CRM systems and Microsoft Office. Responsibilities include onboarding, reporting, and maintaining strong client relationships.

Qualifications

• 5+ years of experience in financial services or wealth management.
• Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period).
• Proficiency in CRM systems and Microsoft Office.
• Experience supporting high-net-worth or complex clients preferred.

Responsibilities

• Own day-to-day service delivery for assigned client relationships and ensure high-quality execution.
• Coordinate across advisory, planning, and operations teams for client lifecycles.
• Prepare materials, reports, and documentation for client meetings and onboarding.
• Track workflows, deadlines, and action items to maintain service excellence.

Skills

Client service

CRM proficiency

Microsoft Office

Education

Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66

Tools

CRM systems

Microsoft Office

Job description

Summit Financial Group in Fort Wayne, IN, is seeking a Client Service Manager to lead on-site client service delivery for a select advisory team. The role coordinates across planning, operations, and compliance to ensure seamless client experiences.

The ideal candidate has 5+ years in wealth management, holds required licensure, and is proficient with CRM systems and Microsoft Office. Responsibilities include onboarding, reporting, and maintaining strong client relationships.