Wealth Client Experience & Operations Lead

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

Benefits offered by this job

Comprehensive insurance package

Company match retirement plan

Paid holidays & PTO

Flexible work arrangements

Profit-sharing bonus structure

Job summary

Summit Financial Group in Fort Wayne, IN is seeking a Client Service Manager to deliver seamless client service and coordinate across advisory, planning, and operations teams. This role focuses on accuracy, timelines, and proactive communication to support the client lifecycle.

Reporting to the Manager of Client Service, you will lead operational execution and serve as the primary point of contact for client requests, onboarding, and ongoing service delivery.

Qualifications

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

Responsibilities

• Own day to day service delivery for assigned client relationships.
• Execute client service needs in alignment with financial plans and advisor direction.
• Prepare materials, reports, and documentation for client meetings.
• Manage account servicing, transactions, and operational requests.
• Coordinate risk, wealth, and planning-related activities.
• Ensure all service interactions meet compliance and firm standards.

Skills

Client service

Relationship management

Cross-functional coordination

Attention to detail

Organizational skills

Education

Licensure: Life, Health, Long-Term Care

Series 7/63/66 (during introductory period)

Tools

CRM systems

Microsoft Office (Excel, Outlook)

Job description

Summit Financial Group in Fort Wayne, IN is seeking a Client Service Manager to deliver seamless client service and coordinate across advisory, planning, and operations teams. This role focuses on accuracy, timelines, and proactive communication to support the client lifecycle.

Reporting to the Manager of Client Service, you will lead operational execution and serve as the primary point of contact for client requests, onboarding, and ongoing service delivery.