What are the responsibilities and job description for the Client Service Manager position at Asset One Wealth Management?
About Us
We are a boutique, relationship-driven financial planning firm that values meaningful connections—both with our clients and within our team. Many of our clients have become dear friends over the years, and we’ve built a warm, supportive, and personal environment as a result.
This is not a corporate office. We care about doing great work, but we also care about enjoying the people we work with every day. We’re looking for someone who values that same balance of professionalism and genuine connection.
Position Overview
The Client Service Manager plays a central role in creating a thoughtful, organized, and welcoming experience for our clients and team. This person supports both the client relationship and the day-to-day operations of the firm—helping things run smoothly behind the scenes while also being a friendly, reliable point of contact.
This role is ideal for someone who is detail-oriented, tech-savvy, proactive, and enjoys supporting others in a collaborative, close-knit environment.
Key Responsibilities
Client Experience & Relationship Support
- Serve as a primary point of contact for client service needs, questions, and requests.
- Prepare for client meetings by gathering reports, updating financial planning software, and organizing materials.
- Assist in preparing recap emails and follow-up items after meetings (supporting the advisor, not owning final delivery).
- Support client onboarding, including document collection and coordination.
- Send thoughtful client touches such as gifts, thank-you notes, and personalized follow-ups.
- Help plan and coordinate client appreciation events, dinners, and special gatherings.
Operations & Office Support
- Schedule client meetings and manage the advisor’s calendar.
- Answer office phone calls and assist with general inquiries.
- Sort and organize incoming mail and documents.
- Assist with paperwork and forms as part of the overall process (not solely responsible for all paperwork).
- Maintain organized digital and physical filing systems.
- Support day-to-day office needs to keep everything running smoothly.
Technology & Systems
- Use financial planning software (eMoney, RightCapital, MoneyGuide, etc.) to help update client information and reports.
- Maintain accurate records in CRM and other systems.
- Learn and adapt to new tools and processes as the firm evolves.
Advisor Support
- Help prepare materials and data for client meetings.
- Assist with follow-up tasks and tracking next steps.
- Support ongoing organization of client plans and priorities.
Qualifications
Required
- 2–5 years of experience in financial services or a similar client-facing, detail-oriented role.
- Strong computer skills and comfort learning new systems.
- Excellent communication and customer service skills.
- Highly organized with strong attention to detail.
- Ability to manage multiple responsibilities with care and follow-through.
- Fingerprinting and background check are required.
Preferred
- Experience with financial planning software (eMoney, RightCapital, MoneyGuide, etc.).
- Familiarity with CRM systems (Wealthbox, Redtail, Salesforce).
- Understanding of financial planning concepts.
Who You Are
- Warm, friendly, and naturally helpful with people.
- Organized and proactive - you notice what needs to be done and take initiative.
- Detail-oriented and reliable.
- Tech-comfortable and adaptable.
- Someone who enjoys being part of a small, collaborative, and supportive team.
Compensation, Benefits & Details
- Competitive salary based on experience.
- Paid time off and holidays.
- Opportunities for growth as the firm continues to evolve.
- Monday-Thursday 8:30am-4:30pm, Friday 8:30am-1:30pm
Pay: $55,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- Health savings account
Work Location: In person
Salary : $55,000 - $60,000