Wealth Management Client Services Leader

Longhorn Wealth Management Group; Plano (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

401(k) plan with employer match

Job summary

Longhorn Wealth Management Group in Plano, TX seeks an experienced Wealth Management Client Services Manager to oversee daily client servicing and new-business processing. You will work closely with advisors, custodians, and carriers to ensure accurate, compliant processing and timely service for clients and prospects.

The role requires 5+ years of professional experience in wealth management or related field; strong communication and organizational skills; and ability to manage multiple

Qualifications

• 5+ years of professional experience in wealth management, financial services, investments, insurance or related field.
• Excellent interpersonal and client-communication skills.
• Strong written and verbal communication skills.
• Exceptional attention to detail and organizational skills.
• Ability to manage multiple priorities and deadlines while maintaining accuracy.
• Ability to take ownership and work independently with judgment.
• Ability to understand and apply processes and regulatory requirements.
• Client-centric mindset and strong teamwork.

Responsibilities

• Manage day-to-day processing and servicing of client and prospective client business.
• Oversee new business processing from application through completion.
• Coordinate with custodians, carriers, and home-office operations to ensure compliant processing.
• Maintain CRM records and communications for each client.
• Schedule client and prospect meetings and manage calendars (including Zoom).
• Support data/documentation accuracy in CRM and filing systems.
• Coordinate with advisors and vendor partners to resolve service requests.

Skills

Client communication

Written communication

Verbal communication

Attention to detail

Multitasking

Independent work

Team player

CRM systems

Microsoft Office

Tools

Redtail CRM

Microsoft Word

Microsoft Excel

PowerPoint

Adobe Acrobat

Internet research

Job description

Longhorn Wealth Management Group in Plano, TX seeks an experienced Wealth Management Client Services Manager to oversee daily client servicing and new-business processing. You will work closely with advisors, custodians, and carriers to ensure accurate, compliant processing and timely service for clients and prospects.

The role requires 5+ years of professional experience in wealth management or related field; strong communication and organizational skills; and ability to manage multiple