White-Glove Client Success Manager

Seven Springs Wealth Group LLC; Land Mark (TN); On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with profit sharing

Cafeteria plan

Job summary

Seven Springs Wealth Group in the United States is seeking a Client Service Manager who will act as the operational expert on the Diamond Team, ensuring accurate and efficient implementation of recommendations while delivering a white-glove service experience. You will coordinate custodial workflows, account paperwork, and proactive client communications. The role emphasizes relationship-building and problem-solving to support advisers and clients alike.

Qualifications

• Experience supporting wealth management or related financial services.
• Strong communication and relationship-building abilities.
• Detail-oriented with proactive problem-solving approach.
• Tech-savvy and open to AI-enabled tools.

Responsibilities

• Build trusted relationships through proactive, responsive communication.
• Serve as primary contact for ongoing client service requests.
• Coordinate implementation and follow up after meetings.
• Provide timely updates throughout the implementation process.
• Anticipate client needs and resolve issues early.
• Collaborate with Diamond Team to improve workflows.

Skills

Wealth management

Client service

Relationship building

Operations coordination

Communication

Attention to detail

Tools

AI-enabled tools

Job description

Seven Springs Wealth Group in the United States is seeking a Client Service Manager who will act as the operational expert on the Diamond Team, ensuring accurate and efficient implementation of recommendations while delivering a white-glove service experience. You will coordinate custodial workflows, account paperwork, and proactive client communications. The role emphasizes relationship-building and problem-solving to support advisers and clients alike.