Client Services Manager

📍 Client Services Manager | Palm Harbor, FL (Onsite)

Schedule: Monday–Friday | Full-Time, In-Office

Join a fast-growing financial services firm where client relationships are at the heart of everything we do.

At Sterling Bridge Financial, we believe exceptional service drives exceptional outcomes. We’re looking for a Client Services Manager who thrives in a dynamic, client-first environment and is passionate about helping individuals confidently navigate their financial future. This role goes beyond traditional service—it’s about becoming a trusted partner in each client’s long-term success while working alongside a collaborative, growth-driven team.

🌟 What You’ll Do

Deliver exceptional client experiences

• Serve as the primary point of contact for valued clients
• Provide responsive, white-glove service with professionalism and care
• Lead client onboarding, meetings, and annual review sessions
• Maintain accurate and detailed client records in CRM systems

Support financial planning & investment strategies

• Assist in preparing customized financial plans and analyses
• Support portfolio reviews, risk assessments, and investment monitoring
• Research financial and insurance solutions aligned with client goals
• Identify opportunities to enhance client outcomes and relationships

Ensure operational excellence

• Manage account servicing, transfers, transactions, and updates with precision
• Resolve account issues efficiently and professionally
• Maintain organized, compliant, and up-to-date records and workflows
• Collaborate with internal teams for a seamless client experience

Be part of a high-performing team

• Work closely with advisors and internal specialists
• Contribute to process improvements and team initiatives
• Participate in client events, seminars, and firm-wide projects

💡 What We’re Looking For

• Active insurance licenses and/or securities registrations required
• Strong understanding of financial services and client relationship management
• Excellent communication, organization, and attention to detail
• Proficiency with CRM systems and Microsoft Office
• Ability to thrive in a fast-paced, client-focused environment
• 3 years of experience in financial services, wealth management, insurance, or related fields preferred

🚀 Why Join Us?

• Direct impact on client financial success and well-being
• Exposure to financial planning, investment management, and advisory services
• Collaborative, supportive, and growth-oriented culture
• Opportunity to build long-term career development in financial services

If you’re passionate about delivering outstanding client experiences and growing within a dynamic financial firm, we’d love to connect.