Client Service Manager

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Reporting to the Manager of Client Service, the Client Service Manager (CSM) is an individual contributor responsible for delivering a seamless, responsive, and frictionless client experience. This role serves as the operational and service execution lead for client relationships, ensuring consistent, high quality delivery across all aspects of the client lifecycle. The CSM serves as the central coordinator across advisory, planning, and operations teams, driving accountability, managing workflows, and ensuring seamless execution while reinforcing client confidence through precision and reliability for the assigned advisory team.

confidence through precision and reliability for the assigned advisory team.

• Own day to day service delivery for assigned client relationships
• Execute client service needs in alignment with financial plans and advisor direction
• Prepare materials, reports, and documentation for client meetings
• Manage account servicing, transactions, and operational requests
• Coordinate risk, wealth, and planning-related activities
• Ensure all service interactions meet compliance and firm standards

• Serve as the primary point of contact for operational and service-related client need
• Build and maintain strong client relationships through proactive, consistent communication
• Facilitate client requests including paperwork, account changes, transfers, and inquiries
• Provide clear, timely updates on status, next steps, and timeline
• Support onboarding of new clients and ensure a smooth transition into ongoing service
• Role does not provide financial advice or make investment recommendations
• Role does not own strategic planning decisions for client portfolios

• Act as the "air traffic controller" for all pre and post meeting tasks and deliverables
• Track and manage deliverables, deadlines, and open action items
• Ensure follow-through on all client and team commitments
• Gather, organize, and maintain accurate client data and documentation
• Identify process improvements to enhance efficiency and client experience
• Contribute to documentation and standardization of processes
• Ensure adherence to regulatory and compliance requirements

• Coordinate across Financial Planning, Wealth Operations, Risk Operations, and Advisory teams
• Ensure alignment and timely execution of client-related work
• Anticipate issues and elevate proactively before they impact the client experience
• Reinforce accountability across team members for client deliverables

• 5+ years of experience in financial services or wealth management
• Required Licensure:
  Life, Health, Long-Term Care,…