Client Service Manager

Client Service Manager Oak Brook Terrace, IL | Hybrid After Training | Full-Time

At Ardent Wealth Advisors, meaningful financial guidance begins with meaningful relationships.

For more than 30 years, Ardent has helped clients navigate life’s most important financial decisions through thoughtful planning, personalized advice, and a commitment to doing what is right. As a recognized wealth management practice supported by Ameriprise Financial, our team combines deep experience, sophisticated resources, and a dedication to delivering an exceptional client experience.

Ardent Wealth Advisors is committed to helping clients achieve their financial goals through trusted relationships, thoughtful advice, and comprehensive planning.

Our team brings together decades of wealth management experience and a shared commitment to serving clients with integrity and excellence. We are proud of the reputation we have built and the relationships we have developed with the individuals and families we serve.

As part of our continued growth, we are investing in the strength of our team and seeking a leader who can help elevate our client service organization.

At Ardent Wealth Advisors, we believe strong teams create exceptional client experiences.

We are committed to building a workplace where employees feel valued, supported, and empowered to make a meaningful impact. Our culture is built around collaboration, professional growth, and a shared commitment to excellence.

Our team enjoys:

• Monthly team-building events
• Annual team retreat
• Lunch & Learn professional development sessions
• Collaborative and supportive leadership
• A values-driven organization focused on teamwork and continuous improvement
• Opportunities to influence processes, strategy, and the future direction of the firm
• A team environment where long-term relationships and partnership matter

This role offers the opportunity to become an influential leader within a growing, highly respected wealth management practice.

You will work alongside experienced advisors and firm leadership while helping shape the future of our client service organization. Your leadership will directly impact our team, our processes, and the experience we provide to the clients who trust us with their financial futures.

If you are ready to lead a talented team, improve how work gets done, and make a meaningful contribution to an exceptional organization, we would love to hear from you.

Ardent Wealth Advisors is an Equal Opportunity Employer and welcomes applicants from all backgrounds.

A background check will be conducted as part of the hiring process, and successful completion is required for employment, in accordance with applicable laws.

As our Client Service Manager, you will play a key leadership role in developing our people, improving our processes, and enhancing the client experience.

Your responsibilities will include:

• Lead, mentor, coach, and develop Client Service team members through regular feedback, goal setting, and professional development conversations
• Create a culture of accountability, collaboration, and continuous improvement
• Support team members in building confidence, expanding skills, and achieving professional growth
• Develop, document, and improve workflows, procedures, and service standards
• Identify opportunities to streamline processes and improve operational efficiency
• Partner with advisors and leadership on strategic initiatives and firm-wide improvements
• Monitor team capacity, workload distribution, and priorities to ensure sustainable success
• Support recruiting, onboarding, and training of new team members
• Assist with performance management and career development initiatives
• Provide guidance through challenging situations and help facilitate thoughtful conflict resolution
• Lead change initiatives and help the team successfully adapt to evolving business needs
• Promote and model Ardent’s values, culture, and commitment to exceptional service

We are looking for a leader who combines financial services experience with strong people leadership skills.

The ideal candidate will have:

• 3+ years of experience in financial services, wealth management, or a related client service environment
• Previous experience leading, coaching, mentoring, or developing team members
• Experience improving processes and creating operational efficiencies
• Strong organizational and project management skills
• Excellent communication and interpersonal abilities
• Ability to build trust and strong relationships across all levels of an organization
• Strong judgment, problem-solving skills, and attention to detail
• Ability to navigate difficult conversations and resolve challenges professionally
• Bachelor's degree preferred
• Industry licensing or active pursuit of licensing preferred

Experience with in a wealth management practice is strongly preferred.

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