Client Service Manager

About Seven Springs Wealth Group

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.

Responsibilities

Deliver White-Glove Client Service

• 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

Own Operational Excellence

• 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

Be the Technical Expert

• Maintaining expert knowledge of Fidelity, Schwab, and other custodial processes
• Understanding account registration requirements, documentation standards, and operational procedures
• Guiding the advisory team through documentation requirements and implementation processes
• Identifying potential operational issues before they impact clients
• Serving as a trusted operational resource for Wealth Advisors and Wealth Associates
• Sharing best practices that strengthen consistency and operational excellence across all Diamond Teams

Strengthen the Diamond Team

• Partnering closely with Wealth Advisors and Wealth Associates throughout the implementation process
• Taking ownership of assigned responsibilities from start to finish
• Providing proactive status updates and communicating potential issues early
• Collaborating with fellow Client Service Managers to improve systems, processes, and operational consistency
• Sharing knowledge, identifying efficiencies, and helping establish best practices across the firm
• Supporting a collaborative culture where operational excellence is continually strengthened

Lead with Excellence

• Identifying opportunities to improve workflows and increase efficiency
• Embracing technology and AI-enabled tools to improve efficiency, strengthen workflows, and enhance the client experience
• Recommending process improvements that enhance both the client and team experience
• Maintaining exceptional accuracy and attention to detail
• Demonstrating professionalism, integrity, confidentiality, and fiduciary responsibility
• Representing Seven Springs Wealth Group with professionalism in every client and team interaction

Requirements

• Experience supporting wealth management, financial planning, brokerage, banking, or a related professional environment
• A technology-forward mindset with curiosity and enthusiasm for learning new systems and AI-enabled tools
• Strong knowledge of custodial operations and account servicing procedures
• Exceptional organizational skills and attention to detail
• Outstanding communication and relationship-building skills
• A proactive, solutions-oriented mindset
• The ability to manage multiple priorities while maintaining exceptional accuracy
• A collaborative approach with a willingness to take ownership and improve processes
• A passion for delivering white-glove client service and operational excellence

What Success Looks Like

Success in this role is measured by the confidence you create – for clients, advisors, teammates, and the firm.

• Clients consistently receive responsive, accurate, and thoughtful service
• Wealth Advisors and Wealth Associates trust you to execute recommendations accurately and efficiently
• Fellow Client Service Managers view you as a knowledgeable resource and collaborative partner
• Operational issues are anticipated and resolved before they become client concerns
• Processes continue to improve because of your ideas, initiative, and technical expertise
• Clients experience a seamless transition from planning to implementation
• Your Diamond Team confidently relies on your expertise, organization, and commitment to excellence

Benefits

• Competitive base salary
• Annual variable compensation
• Firm-sponsored health insurance via cafeteria plan
• Highly competitive 401(k) with profit sharing plan