Client Services and Experience Manager

About the role

Flagship Financial Advisors is a fee-only, fiduciary registered investment advisory firm serving families and retirees from our offices in Franklin, TN and Huntsville, AL. We are a family-owned practice with no outside or institutional ownership, built on a simple idea: clients deserve advice that is always in their best interest, delivered by people who genuinely care about their outcomes. Our work centers on helping clients turn a lifetime of savings into a dependable retirement “paycheck” they can count on. That mission only works when every client interaction reflects the same warmth, responsiveness, and attention to detail — and as we grow, we need a leader who can protect and elevate that experience every single day.

Responsibilities

• Client Experience & Relationship Management: Own the delivery of a high-touch client experience across the entire client lifecycle, setting service standards that drive retention and satisfaction. Serve as a primary point of contact for client requests and the escalation point for complex service issues, handling each with professionalism and follow-through. Partner with advisors to keep client needs, requests, and communications addressed promptly — and support client appreciation events and relationship-building initiatives.
• Client Onboarding & Account Servicing: Manage new client onboarding end to end — paperwork, account opening, funding, asset transfers, and custodial coordination. Process account maintenance accurately and compliantly: distributions, contributions, journals, beneficiary updates, money movement, and required documentation. Coordinate directly with custodians (Schwab and Fidelity) and service providers to resolve issues and keep accounts in good order.
• Operations, CRM & Technology: Develop, document, and continuously improve the workflows and standard operating procedures that keep the client experience consistent as we grow. Oversee CRM data quality, workflow management, and the firm’s practice management technology, and help evaluate and implement new solutions.
• Advisor & Meeting Support: Coordinate advisor calendars and client review schedules, and oversee meeting preparation — agendas, deliverables, and follow-up. Ensure meeting action items and client requests are tracked and completed on time.
• Compliance, Business & Growth: Keep the practice operating in line with regulatory requirements and firm policy, partnering with compliance and supervisory personnel and maintaining accurate records. Support budgeting, vendor oversight, and the tracking of key operational metrics, and prepare insights for firm leadership. Partner with leadership on initiatives that support growth, efficiency, client retention, and the firm’s strategic priorities.

Requirements

• 2+ years in wealth management operations, client service, or practice support at an RIA, broker-dealer, wealth management firm, or comparable professional services environment.
• Hands-on experience with client onboarding, account servicing, money movement, and operational workflows.
• Working knowledge of the Schwab and Fidelity advisor/custodial platforms (e.g., Schwab Advisor Center and Fidelity Wealthscape/Institutional).
• A genuinely client-first mindset — warm, responsive, and detail-oriented under pressure — with strong organizational and communication skills.
• Comfort working in a fiduciary, compliance-conscious environment.

Qualifications

• Experience with Redtail CRM, Orion, and MoneyGuidePro, and familiarity with FMG for marketing and client communications.
• Bachelor’s degree in business, finance, or a related field, and industry coursework or designations (or a desire to pursue them).

Skills

• Professionalism and trust — a high level of discretion, integrity, and the ability to build confidence with clients, advisors, and teammates alike.
• A proactive, problem-solving approach — resourceful, adaptable, and comfortable managing many priorities at once.
• A growth mindset — a collaborative team player committed to continuous improvement and to making the people around you better.

Benefits

• Health benefits through an Individual Coverage Health Reimbursement Arrangement (ICHRA).
• 14 days of paid time off, plus all NYSE market holidays.
• Retirement plan with employer matching.
• Casual Fridays, with lunch provided in the office.