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.

• 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 requests
  • Assist clients with transactions, distributions, and service needs
  • Enter and maintain client information within the CRM system
  • Document client interactions and meeting notes
  • Handle incoming and outgoing mail, scanning, and document management
  • Coordinate client events and appreciation activities
  • Manage birthday and anniversary mailings
• Office Leadership
  • Assist with improving office workflows and procedures
  • Help coordinate daily office operations and team activities
  • Identify opportunities to improve efficiency and client service
  • Take on increasing leadership responsibilities as the firm grows
• Compliance & Accuracy
  • Adhere to all compliance and risk management procedures
  • Maintain strict attention to detail when handling client information
  • Ensure paperwork, disclosures, and documentation are completed accurately and timely

• 3+ years of experience in wealth management or financial services
• Strong client service and relationship management skills
• Excellent written and verbal communication abilities
• Strong organizational skills and attention to detail
• Ability to prioritize, multitask, and work efficiently in a fast‑paced environment
• Proficiency with Microsoft Office, Google Workspace, CRM systems, and spreadsheets

• Series 6, 7, and/or 66 licenses preferred. Industry licensing is not required but is considered a plus

• Bachelor's Degree preferred

• Competitive compensation: $42,000 - $90,000 per year
• Bonuses
• 401(k) match
• Paid Time Off (PTO)
• Monday through Friday schedule
• Professional development and growth opportunities
• Supportive team environment focused on serving clients and growing together

• Background check
• Fingerprinting required

Job Type: Full‑Time

Location:

In Person