Premier Services Manager

Company Description

National Financial Alliance (NFA), based in San Antonio, Texas, operates across more than 40 states and territories. The company offers a wide range of financial services including retirement planning, insurance, comprehensive financial planning, and solutions for high net worth clients. NFA is dedicated to the success of every client, regardless of size, consistently following a client-focused approach. The firm consists of four divisions: Strategic Financial Concepts, NFA Insurance, NFA Institutional Services, and NFA Wealth Management, with a strong reputation evidenced by recognition from Advisory HQ as one of the Top 9 Best Financial Advisors in San Antonio & New Braunfels, Texas in 2018.

Role Description

This is an on-site full-time role based in San Antonio, TX, for a Premier Services Manager. The Premier Services Manager is a proactive, client‑focused professional who acts as the liaison between advisors and administrative staff. This role ensures that clients receive consistent, high‑quality service and that all meeting preparation, follow‑up, and ongoing service items are completed accurately and on schedule. Primary responsibilities include providing premier customer support, managing client relationships, coordinating service requests, and assisting clients with financial inquiries or issues. The role also involves working with the firm's divisions to ensure seamless coordination and support in addressing client needs.

This position is ideal for someone who enjoys project management, client communication, and overseeing workflows from start to finish. The role will also support trading and portfolio management functions for the firm partners.

Key Responsibilities

Client Experience & Proactive Service

• Serve as the primary point of coordination for Premier clients.
• Ensure clients are proactively contacted, serviced, and supported.
• Monitor client satisfaction and escalate issues to advisors when needed.
• Oversee the accuracy and completeness of all meeting preparation materials created by the business relationship manager.

Meeting Preparation & Quality Control

• Review all pre‑meeting materials (summaries review, performance reports, Asset Map updates, etc.) for accuracy and completeness.
• Confirm that all prior meeting action items were completed before the next meeting.
• Coordinate with advisors to finalize meeting readiness.

Post‑Meeting Management

• Distribute post‑meeting action items to the appropriate team members.
• Track progress and follow through to ensure all items are completed.
• Maintain communication with advisors regarding outstanding tasks.

Trading & Portfolio Support

• Assist with trading and portfolio management tasks for the firm partner’s clients.
• Support portfolio review preparation and follow‑up.
• Coordinate with advisors on investment‑related action items.

Workflow Oversight & Team Coordination

• Act as the “middle layer” between advisors and administrative staff.
• Ensure tasks are assigned appropriately and completed on time.
• Maintain visibility into all client‑related workflows and deadlines.

Qualifications

• Life and Health Insurance, Series 7 and Series 66 or 63/65 Licensed (required)
• 5 years of experience in financial services (preferred), client service, or project management.
• Strong understanding of financial planning processes (insurance, annuities, investments).
• Excellent organizational and workflow‑management skills.
• Strong communication and relationship‑building abilities.
• Experience with CRM systems (Wealthbox preferred).
• Comfort with trading platforms or willingness to be trained.

Compensation & Benefits

• Competitive salary based on experience.
• Benefits package available.
• Clear growth path into advanced client service role or junior advisor roles.