Client Services Manager

Flywheel Financial is dedicated to helping families and business owners at all stages of life through a comprehensive and collaborative approach to safeguard and grow their wealth. Our team focuses on crafting dynamic financial plans that adapt and build momentum over time, resembling the concept of a flywheel. We pride ourselves on our personalized process and the meaningful ideas and solutions we deliver to our clients.

With expertise in financial planning, insurance, investments, employee benefits, retirement solutions, business succession planning, and estate or philanthropic strategies, we aim to empower clients to achieve their most abundant lives.

This full-time, hybrid role is based in Elgin, IL, with some flexibility for remote work. As a Client Services Manager, you will play a key role in maintaining and enhancing client relationships, ensuring satisfaction, and delivering exceptional service. Day-to-day responsibilities include providing tailored solutions through financial plans, managing client accounts, and collaborating with internal teams to uphold outstanding service standards. You will act as a primary point of contact for clients, resolving inquiries and addressing concerns in a timely, professional manner.

• Proven skills in Client Services and Customer Satisfaction, with a commitment to building strong client relationships.
• Excellent Communication and Customer Service skills, with the ability to handle inquiries and resolve issues effectively.
• Strong Analytical Skills to assess client needs and develop tailored strategies.
• Ability to collaborate with cross-functional teams and manage multiple tasks efficiently.
• Bachelor’s degree in business, finance, or a related field is preferred.
• Experience in the financial services industry is a strong advantage.
• Proficiency with customer relationship management (CRM) tools and standard office software.
• A proactive and solutions-oriented mindset, with attention to detail and a focus on client success.