Client Services Manager
National Financial Alliance
National Financial Alliance (NFA), founded in 2007 and based in Texas, provides services in over 40 states and territories. The firm specializes in retirement planning, insurance, comprehensive financial planning, and programs tailored for high-net-worth individuals. Recognized for its client-centered approach, NFA is committed to fostering the financial success of individuals, families, and organizations. NFA operates through four divisions: Strategic Financial Concepts, NFA Insurance, NFA Institutional Services, and NFA Wealth Management. In 2018, Strategic Financial Concepts, NFA's registered investment advisory firm, was named one of the Top 9 Best Financial Advisors in San Antonio & New Braunfels, Texas by Advisory HQ. Role Description We are seeking a Premier Client Manager to join our team in a full-time, on-site capacity based in San Antonio, TX. In this role, you will manage and maintain relationships with high-net-worth clients to ensure their financial needs are met. You will collaborate with our team to create tailored financial plans, provide guidance on investment strategies, and assist clients in achieving their financial goals. Additional responsibilities include conducting client reviews, offering superior customer support, and identifying new opportunities to expand client portfolios. Your role will be critical in promoting trust and long-term relationships between clients and our firm. Qualifications Strong customer relationship management, communication, and interpersonal skills Knowledge of financial planning, asset management, and investment strategies Experience in client onboarding, account review, and portfolio management Familiarity with compliance and regulatory requirements in a financial services environment Proficiency in financial software and tools for tracking and managing investments Bachelor's degree in Finance, Business, or a related field (MBA or CFP certification is a plus) Ability to work effectively in an on-site team setting in San Antonio, TX Previous experience within the financial planning or wealth management industry is highly desirable #J-18808-Ljbffr National Financial Alliance
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$55k - $60k
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Globe Life: Moore Organizations
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TrueLoyal
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San Antonio, TX12 days ago - Senior Director of Customer Success About the Company Rapidly advancing B2B SaaS organization based in NY Industry Internet Type Privately Held About the Role The Senior Director of Customer Success will be responsible for driving value to customers...
$65k
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