Front Office Operations & Client Service Manager

We’re Hiring — Front Office Operations & Client Service Manager

Roberts, Ring & Fischer Wealth Management is looking for an experienced Front Office Operations & Client Service Manager to join our close-knit team. This role is highly interactive — serving as a key liaison between advisors, administrative staff, and clients — and ensures requests move smoothly from intake to completion with accuracy, professionalism, and timely follow-through. While our receptionist handles initial greetings and phone coverage, this role takes ownership of tasks, delegates appropriately, and ensures workflows run efficiently .

✨ Competitive pay with growth potential (~$62K–$70K/year)

✨ 401(k) with employer contribution

✨ Flexible additional hours and advancement opportunities

• Lead front office operations and ensure seamless workflow across teams
• Communicate confidently with clients and advisors, resolving issues with professionalism
• Manage administrative pipelines and prioritize multiple responsibilities
• Train and support front desk & administrative staff
• Assist with client events, community engagement, and light marketing work

• 2–3+ years in client-facing administrative or office management
• Organized, detail-oriented, and proactive
• Excellent communicator who enjoys teamwork
• Series 7, Series 63, or insurance licenses are a plus but not required

Send your resume and a brief cover letter outlining your experience in client service or office operations.

Join a firm with over 40 years of wealth-management excellence and real opportunities to grow — let’s build something great together!