Client Services Manager – Financial Planning (014-712)

We’re looking for a detail-oriented and proactive Client Services Manager to support the day-to-day operations of a financial planning practice. The role is critical in ensuring a smooth client experience, from preparing documentation and managing records to implementing advice after approval.

Requirements

• 3 years of experience in a Client Services Admin or similar role
• 3 years of experience with financial planning strategy implementation
• Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools)
• Proficient in Wrap platform administration (i.e., North and Expand)
• Financial Planning or related certification/s are highly desirable

Tagged as: Financial Modeling