Client Service Manager

The Jonus Group•Scottsdale, AZ

23h•$85,000 - $100,000

About The Position

Seeking a detail-oriented and client-focused Client Service Manager to join a Financial Services division. This role is critical in maintaining strong client relationships, ensuring operational accuracy, and proactively managing day-to-day activities to support advisor success. The ideal candidate is highly organized, responsive, and thrives in a fast-paced, client-facing environment. This individual will serve as a key point of contact for clients while acting as a trusted partner to advisors, supporting services such as investment management, retirement planning, tax-efficient planning, estate conservation, insurance solutions, and annuities.

Requirements

3+ years of experience in financial services, wealth management, or investment operations
Active Series 65 or 66 license required
Series 6 or 7 license required
Working knowledge of financial planning and investment concepts preferred
Strong written and verbal communication skills
Ability to build and maintain professional relationships with clients and internal stakeholders
Proficiency in Microsoft Office, including Outlook, Word, and Excel
Highly organized with strong attention to detail and accuracy
Professional, proactive, and team-oriented mindset

Nice To Haves

Experience supporting high-net-worth clients preferred

Responsibilities

Serve as a primary point of contact for client service requests, ensuring timely and accurate responses
Maintain and update client accounts, documentation, and agreements within internal systems
Prepare, process, and follow up on client paperwork, including applications and advisory documentation
Execute and track money movement requests, including ACH, wires, and distributions, ensuring accuracy and completion
Document all client interactions and activities within the CRM system
Coordinate and prepare materials for client and prospect meetings, including agendas, reports, and presentations
Schedule and confirm meetings, ensuring alignment on discussion topics and readiness of all materials
Assist with proposal preparation and client presentations, as needed
Support retirement plan services, including scheduling education sessions and handling follow-ups
Generate and distribute client reports and statements on a periodic basis
Maintain organized client records and documentation