Client Service Manager

Jambalaya Group•Oakbrook Terrace, IL

13d•$85,000 - $100,000•Hybrid

About The Position

At Ardent Wealth Advisors, meaningful financial guidance begins with meaningful relationships. For more than 30 years, Ardent has helped clients navigate life’s most important financial decisions through thoughtful planning, personalized advice, and a commitment to doing what is right. As a recognized wealth management practice supported by Ameriprise Financial, our team combines deep experience, sophisticated resources, and a dedication to delivering an exceptional client experience. We are seeking an experienced Client Service Manager to lead and develop our Client Service team while helping shape the future of our growing practice. This is an opportunity for a collaborative, people-focused leader who understands that exceptional client service starts with exceptional teams. You will partner closely with firm leadership and advisors to strengthen operations, develop team members, improve processes, and ensure our clients receive the consistent, high-quality service they expect. If you are energized by coaching others, creating operational excellence, and building a culture where people can do their best work, we would love to meet you. About Ardent Wealth Advisors Ardent Wealth Advisors is committed to helping clients achieve their financial goals through trusted relationships, thoughtful advice, and comprehensive planning. Our team brings together decades of wealth management experience and a shared commitment to serving clients with integrity and excellence. We are proud of the reputation we have built and the relationships we have developed with the individuals and families we serve. As part of our continued growth, we are investing in the strength of our team and seeking a leader who can help elevate our client service organization.

Requirements

3+ years of experience in financial services, wealth management, or a related client service environment
Previous experience leading, coaching, mentoring, or developing team members
Experience improving processes and creating operational efficiencies
Strong organizational and project management skills
Excellent communication and interpersonal abilities
Ability to build trust and strong relationships across all levels of an organization
Strong judgment, problem-solving skills, and attention to detail
Ability to navigate difficult conversations and resolve challenges professionally

Nice To Haves

Bachelor's degree preferred
Industry licensing or active pursuit of licensing preferred
Experience within a wealth management practice is strongly preferred.

Responsibilities

Lead, mentor, coach, and develop Client Service team members through regular feedback, goal setting, and professional development conversations
Create a culture of accountability, collaboration, and continuous improvement
Support team members in building confidence, expanding skills, and achieving professional growth
Develop, document, and improve workflows, procedures, and service standards
Identify opportunities to streamline processes and improve operational efficiency
Partner with advisors and leadership on strategic initiatives and firm-wide improvements
Monitor team capacity, workload distribution, and priorities to ensure sustainable success
Support recruiting, onboarding, and training of new team members
Assist with performance management and career development initiatives
Provide guidance through challenging situations and help facilitate thoughtful conflict resolution
Lead change initiatives and help the team successfully adapt to evolving business needs
Promote and model Ardent’s values, culture, and commitment to exceptional service