What are the responsibilities and job description for the Client Service & Operations Manager position at SACHS FINANCIAL LLC?
We are a growing financial planning firm focused on helping clients transition confidently into retirement. As we expand our wealth management business, we are looking for a highly organized, proactive individual to help build and manage the operational backbone of the firm.
This is a flexible, professional role with significant responsibility and the opportunity to grow alongside the business.
What You’ll Do
This role blends client service, operations, and internal coordination. You will be responsible for making sure nothing falls through the cracks.
Client Service & Communication
- Serve as a primary point of contact for client service needs (non-advisory)
- Communicate with clients regarding paperwork, account updates, and next steps
- Ensure timely follow-up and a high-quality client experience
Operations & Processing
- Manage and track account paperwork (new accounts, transfers, distributions)
- Oversee money movement requests and ensure timely completion
- Monitor and resolve processing issues (NIGOs, missing items, delays)
CRM & Data Management
- Maintain and optimize client records in Wealthbox CRM
- Track workflows, tasks, and client interactions
- Improve organization and efficiency of internal systems
Compliance & Coordination
- Act as liaison with our RIA for compliance items
- Ensure required documentation and processes are completed accurately
- Stay on top of requests and deadlines without prompting
Administrative Support
- Manage calendar and scheduling
- Assist with reporting and internal tracking
- Help create structure as the firm continues to grow
What We’re Looking For
- Highly organized and detail-oriented
- Self-starter who takes initiative without needing constant direction
- Strong communicator (written and verbal)
- Comfortable working directly with clients
- Tech-savvy and able to learn new systems quickly
Preferred (not required):
- Experience in financial services, insurance, banking, or a professional office
- Familiarity with CRM systems (Wealthbox a plus)
- College degree (a plus)
Role Details
- 25-30 hours per week (flexible schedule)
- Primarily in-office, with some flexibility
- Salary: $42,000 – $48,000 (with growth potential based on performance)
- 401(k) with employer match
Growth Opportunity
As the firm grows, this role has the potential to expand into a senior operations or client service leadership position, with increased compensation and responsibility.
About Us
Sachs Financial provides comprehensive financial advice to clients in the St. Louis area with a customized, one–on–one level of attention that only a boutique financial firm can provide.
Retirement can be a welcomed change for many people. It’s a chance to take a break from the headaches and stress of work and to spend more time with the ones you love. It’s a time to be able to enjoy all of the things that bring meaning to your life. To be successful in retirement takes the same type of focus and dedication you had while you were working. It takes planning, timing, and ongoing maintenance. The job of identifying and removing the risks in retirement is what we at Sachs Financial have done for over 15 years.
As the firm grows, this role has the potential to expand into a senior operations or client service leadership position, with increased compensation and responsibility.
About Us
Sachs Financial provides comprehensive financial advice to clients in the St. Louis area with a customized, one–on–one level of attention that only a boutique financial firm can provide.
Retirement can be a welcomed change for many people. It’s a chance to take a break from the headaches and stress of work and to spend more time with the ones you love. It’s a time to be able to enjoy all of the things that bring meaning to your life. To be successful in retirement takes the same type of focus and dedication you had while you were working. It takes planning, timing, and ongoing maintenance. The job of identifying and removing the risks in retirement is what we at Sachs Financial have done for over 15 years.
Salary : $42,000 - $48,000