Client Service Manager

Position Overview

The Client Services Manager partners closely with Financial Advisors to deliver an exceptional client experience and ensure the seamless day-to-day management of client relationships.

This role is ideal for someone who enjoys building relationships, solving problems, staying organized, and creating a high-touch experience for clients. The successful candidate is proactive, detail-oriented, and thrives in a collaborative, fast-paced environment where no two days are exactly alike.

Key Responsibilities

• Serve as a primary point of contact for client service requests, delivering timely, professional, and personalized support.

• Partner closely with Financial Advisors to provide an exceptional client experience.

• Coordinate and prepare for client meetings, including scheduling, preparation, and follow-up.

• Prepare and process client account paperwork accurately and efficiently.

• Maintain accurate client records and document interactions within the CRM system.

• Communicate proactively with clients regarding account needs and service requests.

• Collaborate with advisors and teammates to ensure timely, high-quality service.

• Identify opportunities to improve workflows and internal processes.

• Maintain confidentiality of client and firm information.

• Assist with special projects and additional responsibilities as needed.

Qualifications

• High school diploma required, higher education preferred.

• Previous administrative, client service, banking, legal, healthcare, executive assistant, or professional office experience preferred.

• Strong verbal and written communication skills.

• Excellent organizational and multitasking abilities.

• Proficiency with Microsoft Office and general computer software.

• Ability to manage multiple priorities while maintaining exceptional attention to detail.

Compensation & Benefits

Salary: $50,000–$70,000+ annually, depending on experience.

Featured Benefit Forge Financial contributes 15% of your annual salary directly into your 401(k). This is not a matching program. Employees receive this contribution regardless of whether they contribute to the plan

• Medical, Dental & Vision Insurance

• Health Savings Account (HSA)

• Primary Health Partners Membership

• Long-Term Disability Insurance

• Zander Identity Theft Protection

• 120 hours of PTO annually (prorated first year)

• Paid Holidays

• Office Hours: Monday–Thursday 8:00 a.m.–5:00 p.m. | Friday 8:00 a.m.–3:00 p.m.

HOW TO APPLY

Please email Resume and Cover letter to ***email_hidden***