Client Service Manager

Oak Brook Terrace, IL | Hybrid after training | Full-Time

About Ardent Wealth Advisors

Ardent Wealth Advisors is committed to helping clients achieve their financial goals through trusted relationships, thoughtful advice, and comprehensive planning. Our team brings together decades of wealth management experience and a shared commitment to serving clients with integrity and excellence. As part of our continued growth, we are investing in the strength of our team and seeking a leader who can help elevate our client service organization.

Responsibilities

• Lead, mentor, coach, and develop Client Service team members through regular feedback, goal setting, and professional development conversations
• Create a culture of accountability, collaboration, and continuous improvement
• Support team members in building confidence, expanding skills, and achieving professional growth
• Develop, document, and improve workflows, procedures, and service standards
• Identify opportunities to streamline processes and improve operational efficiency
• Partner with advisors and leadership on strategic initiatives and firm-wide improvements
• Monitor team capacity, workload distribution, and priorities to ensure sustainable success
• Support recruiting, onboarding, and training of new team members
• Assist with performance management and career development initiatives
• Provide guidance through challenging situations and help facilitate thoughtful conflict resolution
• Lead change initiatives and help the team successfully adapt to evolving business needs
• Promote and model Ardent's values, culture, and commitment to exceptional service

Requirements

• 3+ years of experience in financial services, wealth management, or a related client service environment
• Previous experience leading, coaching, mentoring, or developing team members
• Experience improving processes and creating operational efficiencies
• Strong organizational and project management skills
• Excellent communication and interpersonal abilities
• Ability to build trust and strong relationships across all levels of an organization
• Strong judgment, problem-solving skills, and attention to detail
• Ability to navigate difficult conversations and resolve challenges professionally
• Bachelor's degree preferred
• Industry licensing or active pursuit of licensing preferred
• Experience within a wealth management practice is strongly preferred

Benefits

In addition to competitive compensation, Ardent offers:

• Annual performance bonus opportunity of up to 15%
• 3% employer retirement contribution
• $500 monthly healthcare stipend
• Group medical and disability benefits
• Paid vacation and sick leave
• Paid holidays
• Hybrid work schedule after the introductory period (up to two remote days per week)
• Flexible scheduling, with start times available between 7:00 a.m. and 9:00 a.m.
• Monday-Friday schedule
• Professional development opportunities
• Team events and opportunities to connect outside of daily responsibilities
• Monthly team-building events
• Annual team retreat
• Lunch & Learn professional development sessions

Pay

Salary: $85,000-$100,000 annually, exempt, depending on experience and qualifications