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 expe
ctations?
Job Type:
Full-Time
Work Location: In Person
