Client Services Manager

About the Role

Synergy Wealth Solutions is seeking a detail-oriented Client Services Manager to support a growing financial planning practice in Overland Park, KS. This role is ideal for someone who is organized, proactive, and client-focused, helping to manage daily operations, support client service needs, and create a smooth experience for both clients and the advisory team. The position is full-time and in-office, with some flexibility for the right candidate.

Responsibilities

• Serve as a primary point of contact for client questions, service items, scheduling, and follow-up.
• Coordinate day-to-day practice operations to keep client work, meetings, and internal tasks organized.
• Maintain accurate client records, databases, and CRM activity.
• Track projects, service requests, and business activity using Excel and other internal systems.
• Support the implementation of new products, services, and process improvements.
• Ensure client data, documentation, and service workflows follow compliance expectations.

Requirements

• Genuine care for clients and a desire to do work that matters.
• Strong organization skills and the ability to manage priorities, follow-ups, and deadlines.
• Proactive problem-solving style—willing to seek answers, ask good questions, and own the next step.
• Comfort working within legal, privacy, and compliance guidelines.
• Proficiency with Word, Excel, and business software, plus confidence in learning new systems and using a CRM.

Preferred Qualifications

• Experience in financial planning, wealth management, insurance, or another professional services environment.
• Excellent verbal and written communication skills.
• Meticulous attention to detail—small misses bother you before they bother anyone else.
• Ability to multitask, work independently, and maintain a positive attitude when priorities shift.
• Interest in growing with the practice and committing to the role for at least two years.

Why This Role Matters

The right person in this role makes clients feel confident, helps the advisor stay focused, and keeps the practice moving forward.

Pay

The base salary range is $65,000 to $72,000 plus a discretionary annual performance bonus.

Benefits

• Paid Holidays (10 days).
• Paid Time Off (PTO).
• Retirement savings program with firm matching ($1 for $1 up to 3% of salary).