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RIA Operations Manager: Client Service & Paperwork Precision
Job in
Town of Plover, Plover, Portage County, Wisconsin, 54467, USA
Listed on 2026-11-02
Listing for:
Magellan Financial & Insurance Services, Inc.
Full Time
position Listed on 2026-11-02
Job specializations:
-
Finance & Banking
Banking & Finance
Job Description & How to Apply Below
A leading financial services firm in Plover, WI is seeking a Client Service Manager to oversee account openings and related operations. This full-time, in-office position focuses on detail-driven execution to support nearly 1,000 families. Candidates should have 2+ years in financial services, excellent communication skills, and experience with CRM systems. The company offers a culture of integrity and a proactive operational environment, with benefits including PTO and paid training.
Join us at Magellan Financial & Insurance Services, Inc. as our next RIA Operations Manager:
Client Service & Paperwork Precision in Town of Plover, WI, United States. We appreciate your interest in this position. Join Magellan Financial & Insurance Services, Inc. and contribute to our ongoing work. Take a moment to read everything above and see whether this role is right for you.
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