Client Service Professional/Client Team Lead

Build Your Future with ProWealth Financial

ProWealth Financial is seeking a Client Service Manager & Office Lead to join our growing team.

This position is ideal for a motivated professional who enjoys building relationships, providing exceptional client service, and taking ownership of office operations. The successful candidate will serve as a key point of contact for clients while helping ensure the smooth day-to-day operation of our firm.

We are looking for someone who is organized, detail-oriented, proactive, and committed to delivering an outstanding client experience. This role offers long-term opportunities for professional growth, increased responsibility, and leadership within the firm.

Primary ResponsibilitiesClient Service & Relationship Management

• Serve as the first point of contact for clients and prospective clients
• Build strong relationships through exceptional customer service
• Respond to client inquiries and service requests in a timely manner
• Coordinate client meetings, appointments, and advisor schedules
• Monitor and manage incoming phone calls and emails

Operations & Administrative Support

• Process new account paperwork and account maintenance reques
• tsAssist clients with transactions, distributions, and service nee
• dsEnter and maintain client information within CRM syste
• msDocument client interactions and meeting not
• esHandle incoming and outgoing mail, scanning, and document manageme
• ntCoordinate client events and appreciation activiti
• esManage birthday and anniversary mailin

g

s

Office Leadershi

• pAssist with improving office workflows and procedu
• resHelp coordinate daily office operations and team activit
• iesIdentify opportunities to improve efficiency and client serv
• iceTake on increasing leadership responsibilities as the firm gr

o

ws

Compliance & Accura

• c
• yAdhere to all compliance and risk management proced
• uresMaintain strict attention to detail when handling client informa
• tionEnsure paperwork, disclosures, and documentation are completed accurately and ti

m

ely

QualificationsPreferred Experie

• nc
• e3+ years of experience in wealth management or financial ser
• vicesStrong client service and relationship management s
• killsExcellent written and verbal communication abil
• itiesStrong organizational skills and attention to d
• etailAbility to prioritize, multitask, and work efficiently in a fast-paced enviro
• nmentProficiency with Microsoft Office, Google Workspace, CRM systems, and spreads

h

eets

Preferred Lice

• nse
• sSeries 6, 7, and/or 66 licenses pre
• ferredIndustry licensing is not required but is considered

a

plus

Educ

• atio
• nBachelor's Degree pr

e

ferred

What We

• Offe
• rCompetitive compensation: $42,000 - $90,000
• per yea
• rBonus
• es401(k)401(
• k) MatchPaid Time O
• ff (PTO)Monday through Friday
• scheduleProfessional development and growth oppor
• tunitiesA supportive team environment focused on serving clients and growing

t

ogether

Additional Requi

• rement
• sBackground check
• requiredFingerprinting

required

Application Instructions

Please submit your resume along with a brief explanation of why you would be a great fit for our team.

Application Question

What are your salary expe ctations? Job Type: **Full-Time

Work** Location: In Person