Client Services Manager - Financial Planning (014-712)

We’re looking for a detail-oriented and proactive Client Services Manager to support the day-to-day operations of a financial planning practice, ensuring a smooth client experience from preparing documentation to implementing advice after approval.

Requirements

• Minimum 3 years of experience in a Client Services Admin or similar role.
• At least 3 years of experience with financial planning strategy implementation.
• Experience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools).
• Proficient in Wrap platform administration (i.e., North and Expand)
• Financial Planning or related certification/s are highly desirable.