Client Service Manager

THE ROLE

The Client Service Manager serves as the operational expert of the Diamond Team, partnering closely with Wealth Advisors and Wealth Associates to ensure every recommendation is implemented accurately, efficiently, and with exceptional attention to detail. Through technical expertise, proactive communication, and genuine care for clients, the Client Service Manager helps create the white-glove service experience that defines Seven Springs Wealth Group.

Success in this role extends beyond operational excellence. The most successful Client Service Managers are trusted problem solvers, relationship builders, and technical experts who take pride in creating confidence for both clients and teammates.

At Seven Springs Wealth Group, we believe exceptional wealth management begins with trusted relationships. Our clients look to us not only for financial expertise, but for thoughtful guidance through life's most important decisions. Every client relationship is supported by a collaborative Diamond Team of professionals who bring unique expertise while working together to deliver a seamless, personalized experience. For over twenty years, our mission has been to build deep and meaningful relationships with people and their wealth - so they can venture forward confidently.

The Client Service Manager serves as a trusted resource for clients throughout their relationship with Seven Springs Wealth Group. Whether responding to a service request, coordinating account paperwork, or following up after a client meeting, the Client Service Manager ensures clients receive timely communication, thoughtful guidance, and an exceptional service experience. Every interaction matters.

While the Wealth Advisor leads planning conversations and recommendations, the Client Service Manager guides clients through implementation with professionalism, responsiveness, and genuine care.

Responsibilities include:

• Building trusted relationships through proactive, responsive communication
• Serving as a primary point of contact for ongoing client service requests
• Following up after client meetings to coordinate next steps and implementation
• Providing timely updates throughout the implementation process
• Anticipating client needs and resolving issues before they become concerns
• Delivering every interaction with professionalism, empathy, and exceptional attention to detail

The Client Service Manager is responsible for implementing advisor-approved recommendations accurately and efficiently while ensuring every operational detail is completed correctly. This role requires a deep understanding of custodial processes, documentation requirements, firm workflows, and regulatory requirements. Exceptional planning deserves exceptional execution.

The Client Service Manager does not determine financial planning or investment strategy. Instead, they transform those recommendations into a seamless implementation experience that gives clients confidence every detail has been handled correctly.

Responsibilities include

• Processing new account openings, transfers, beneficiary updates, maintenance requests, and other custodial transactions
• Coordinating advisor-approved money movement requests, including documentation, signatures, verification, tracking, and confirmation
• Preparing, reviewing, and submitting required forms for accuracy and completeness
• Managing client requests from initiation through completion while proactively communicating status updates
• Working directly with custodians to resolve operational questions and service issues
• Ensuring all documentation meets firm and regulatory requirements

The Client…