Executive Assistant

Job Overview

Client Service Manager

Position Title: Client Service Manager

Position Summary

Step into an instrumental leadership role and help ensure the smooth operation of a well-established and engaging client-focused financial planning practice. As an Office Manager, you will serve as a key partner to the Financial Advisor(s) and Associate Financial Advisor(s), overseeing client service functions.

This position is responsible for delivering exceptional client experience, managing day-to-day office operations and ensuring compliance with firm policies and regulatory requirements. The ideal candidate is highly organized, client-focused, detail-oriented, and capable of balancing multiple priorities in a dynamic environment.

Key Responsibilities

• Oversee daily office operations and workflow management.
• Work with corporate support teams to ensure accurate account setup, maintenance, and issue resolution.
• Respond to client inquiries and provide readily available account information, as permitted by regulations and firm policies.
• Process client service requests and transactions as directed by Financial Advisor(s).
• Maintain and update the client relationship management (CRM) system.
• Schedule client meetings, reviews, and appointments.
• Manage incoming prospect inquiries and schedule appointments or direct inquiries to advisors.
• Identify and manage opportunities to improve efficiency, workflows, and service delivery.
• Maintain files and records according to compliance and record retention requirements.

Qualifications

Required

• Minimum 2-5 years of experience in financial services, office management, client service, or a related field.
• Experience managing office operations and administrative processes.
• Strong customer service and relationship management skills.
• Excellent verbal and written communication abilities.
• Strong organization, attention to detail, and project management skills.
• Ability to prioritize, multitask, and work independently.
• Proficiency with Microsoft Office and CRM systems.
• Ability to maintain confidentiality and exercise professional judgment.

Preferred

• Experience working in a financial advisory, wealth management, banking, or insurance environment.
• Securities registrations and insurance licenses, or willingness to obtain:
• Series 7
• Series 66
• State Life, Accident & Health Insurance License

Key Competencies

• Organization and Attention to Detail
• Effective Client Communication Skills
• Polite and Clear Phone Skills
• Adaptability
• Compliance and Risk Awareness
• Problem Solving

Pay: $25.00 - $33.00 per hour

Expected hours: 40.0 per week

Benefits:

• 401(k)
• 401(k) matching
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Education:

• Bachelor's (Required)

Ability to Commute:

• Richmond, VA 23226 (Required)

Work Location: In person

Benefits:

Salary : $25 - $33