Build Your Future with ProWealth Financial
ProWealth Financial is seeking a Client Service Manager & Office Lead to join our growing team.
This position is ideal for a motivated professional who enjoys building relationships, providing exceptional client service, and taking ownership of office operations. The successful candidate will serve as a key point of contact for clients while helping ensure the smooth day-to-day operation of our firm.
We are looking for someone who is organized, detail-oriented, proactive, and committed to delivering an outstanding client experience. This role offers long-term opportunities for professional growth, increased responsibility, and leadership within the firm.

Primary ResponsibilitiesClient Service & Relationship Management

Serve as the first point of contact for clients and prospective clients
Build strong relationships through exceptional customer service
Respond to client inquiries and service requests in a timely manner
Coordinate client meetings, appointments, and advisor schedules
Monitor and manage incoming phone calls and emails

Operations & Administrative Support

Process new account paperwork and account maintenance reques
tsAssist clients with transactions, distributions, and service nee
dsEnter and maintain client information within CRM syste
msDocument client interactions and meeting not
esHandle incoming and outgoing mail, scanning, and document manageme
ntCoordinate client events and appreciation activiti
esManage birthday and anniversary mailin

g
s

Office Leadershi

pAssist with improving office workflows and procedu
resHelp coordinate daily office operations and team activit
iesIdentify opportunities to improve efficiency and client serv
iceTake on increasing leadership responsibilities as the firm gr

o
ws

Compliance & Accura

c
yAdhere to all compliance and risk management proced
uresMaintain strict attention to detail when handling client informa
tionEnsure paperwork, disclosures, and documentation are completed accurately and ti

m
ely

QualificationsPreferred Experie

nc
e3+ years of experience in wealth management or financial ser
vicesStrong client service and relationship management s
killsExcellent written and verbal communication abil
itiesStrong organizational skills and attention to d
etailAbility to prioritize, multitask, and work efficiently in a fast-paced enviro
nmentProficiency with Microsoft Office, Google Workspace, CRM systems, and spreads

h
eets

Preferred Lice

nse
sSeries 6, 7, and/or 66 licenses pre
ferredIndustry licensing is not required but is considered

a
plus

Educ

atio
nBachelor's Degree pr

e
ferred

What We

Offe
rCompetitive compensation: $42,000 - $90,000
per yea
rBonus
es401(k)401(
k) MatchPaid Time O
ff (PTO)Monday through Friday
scheduleProfessional development and growth oppor
tunitiesA supportive team environment focused on serving clients and growing

t
ogether

Additional Requi

rement
sBackground check
requiredFingerprinting

required

Application Instructions
Please submit your resume along with a brief explanation of why you would be a great fit for our team.

Application Question
What are your salary expectations?
Job Type: Full-Time
Work Location: In Person

ProWealth Financial

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Client Service Professional/Client Team Lead