Client Service Professional​/Client Team Lead

Build Your Future with Pro Wealth Financial

Pro Wealth 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 Responsibilities Client 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
• ts Assist clients with transactions, distributions, and service nee
• ds Enter and maintain client information within CRM syste
• ms Document client interactions and meeting not
• es Handle incoming and outgoing mail, scanning, and document manageme
• nt Coordinate client events and appreciation activiti
• es Manage birthday and anniversary mailin

Office Leadershi

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

Compliance & Accura

• c
• yAdhere to all compliance and risk management proced
• ures Maintain strict attention to detail when handling client informa
• tion Ensure paperwork, disclosures, and documentation are completed accurately and ti
• mely

Preferred Experie

• nc
• e3+ years of experience in wealth management or financial ser
• vices
  
  Strong client service and relationship management s
• kills
  
  Excellent written and verbal communication abil
• ities
  
  Strong organizational skills and attention to d
• etail
  
  Ability to prioritize, multitask, and work efficiently in a fast-paced enviro
• nment
  
  Proficiency with Microsoft Office, Google Workspace, CRM systems, and spreads

Preferred Lice

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

Educ

• atio
• nBachelor's Degree pr

What We

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

Additional Requi

• rement
• sBackground check
• requiredFingerprinting

Job Type:
Full-Time
Work Location:
In Person