White-Glove Client Service Manager

Seven Springs Wealth Group; Brentwood (TN); On-site; USD 70,000 - 110,000; Full time

Job summary

Seven Springs Wealth Group is seeking a Client Service Manager to act as the operational expert of the Diamond Team, ensuring accurate, efficient implementation of advisor recommendations with exceptional attention to detail.

In this role you will build trusted client relationships, coordinate paperwork and implementation, communicate proactively, and maintain custodial and regulatory standards, delivering a white-glove service experience.

Responsibilities

• Building trusted relationships through proactive, responsive communication
• Serving as a primary point of contact for ongoing client service requests
• Following up after client meetings to coordinate next steps and implementation
• Providing timely updates throughout the implementation process
• Anticipating client needs and resolving issues before they become concerns
• Delivering every interaction with professionalism, empathy, and exceptional attention to detail
• Processing new account openings, transfers, beneficiary updates, maintenance requests, and other custodial transactions
• Coordinating advisor-approved money movement requests, including documentation, signatures, verification, tracking, and confirmation
• Preparing, reviewing, and submitting required forms for accuracy and completeness
• Managing client requests from initiation through completion while proactively communicating status updates
• Working directly with custodians to resolve operational questions and service issues
• Ensuring all documentation meets firm and regulatory requirements
• Maintaining expert knowledge of Fidelity, Schwab, and other custodial processes
• Understanding account registration requirements, documentation standards, and operational procedures
• Guiding the advisory team through documentation requirements and implementation processes
• Identifying potential operational issues before they impact clients
• Serving as a trusted operational resource for Wealth Advisors and Wealth Associates
• Sharing best practices that strengthen consistency and operational excellence across all Diamond Teams
• Partnering closely with Wealth Advisors and Wealth Associates throughout the implementation process
• Taking ownership of assigned responsibilities from start to finish
• Providing proactive status updates and communicating potential issues early
• Collaborating with fellow Client Service Managers to improve systems, processes, and operational consistency
• Sharing knowledge, identifying efficiencies, and helping establish best practices across the firm
• Supporting a collaborative culture where operational excellence is continually strengthened
• The Client Service Manager is expected to demonstrate professionalism, sound judgment, intellectual curiosity, and a

Job description

Seven Springs Wealth Group is seeking a Client Service Manager to act as the operational expert of the Diamond Team, ensuring accurate, efficient implementation of advisor recommendations with exceptional attention to detail.

In this role you will build trusted client relationships, coordinate paperwork and implementation, communicate proactively, and maintain custodial and regulatory standards, delivering a white-glove service experience.