Client Service Manager

Ameriprise Financial - Pennsylvania•West Chester, PA

22h•$80,000 - $90,000•Onsite

About The Position

Legacy Planning Advisor Group, a Private Wealth Advisory Practice, is seeking a full-time Client Service Manager to support the day-to-day operations of a growing advisory practice. Legacy Planning Advisor Group specialist in comprehensive financial planning and estate management for professional athletes, business owners, and senior executives, delivering tailored strategies to support complex financial needs. This is a highly independent role ideal for a self-sufficient, detail-oriented professional who is comfortable working autonomously in an office setting. The Client Service Manager will serve as a key partner to the advisor, ensuring seamless client service, operational efficiency, and consistent execution of processes. The Client Service Manager is responsible for overseeing administrative operations, client service coordination, and internal workflow management. This individual will manage multiple priorities, support client relationships, and ensure all processes are executed accurately and in alignment with compliance standards. This role requires strong judgment, initiative, and the ability to operate independently while maintaining a high level of professionalism and accountability.

Requirements

1-3 years of experience in an administrative, executive assistant, or office management role or financial planning preferred
Associate’s Degree or higher preferred, but not required
Ability to work independently with minimal supervision
Strong organizational and time management skills
Excellent communication and client service skills
High level of integrity, professionalism, and accountability
Proactive mindset with strong problem-solving and decision-making abilities

Nice To Haves

Experience in financial services or wealth management preferred
Experience with CRM systems and financial planning tools preferred
Familiarity with investment operations and trading processes (Vestmark experience a plus)

Responsibilities

Manage client relationships, including handling day-to-day service requests and scheduling
Coordinate client communications, follow-ups, and ongoing service needs
Maintain and manage client calendars, appointments, and prospect activities
Oversee annual financial plan production in coordination with the planning team
Manage and support plan production staff, including a part-time team member
Ensure efficient workflow across all client service and planning processes
Manage Vestmark processes and prepare materials for quarterly trading activity
Coordinate with external trading partners to ensure smooth execution
Maintain organization and efficiency of the office environment
Support advisor with scheduling, prioritization, and operational needs
Ensure all systems, processes, and documentation are up to date
Ensure all activities and processes align with compliance requirements
Maintain consistency and accuracy in documentation and procedures