Client Service Manager

• *Compensation:** competitive base + performance bonus
• *Firm:** PecuSavvy Financial, LLC

About the Role We are a fast-growing, independent wealth management firm serving high-income professionals, business owners, and families. We are looking for a **Client Service Manager** to take ownership of the client experience and operational backbone of the firm. This is not an administrative role. This is a **client-facing, process-owning position** responsible for ensuring every client interaction is smooth, proactive, and professional. You will work directly with the founder to build and refine systems, improve client communication, and help scale the firm efficiently. --- What You’ll Own Client Experience Serve as a primary point of contact for client service needs Coordinate and manage onboarding for new clients Proactively follow up on client requests, paperwork, and next steps Prepare meeting materials and ensure a high-touch client experience Operations & Process Management Manage account opening, transfers, and maintenance workflows Own CRM accuracy and task management systems Identify inefficiencies and implement process improvements Coordinate with custodians and third-party providers Firm Infrastructure Help build scalable systems for client service and operations Create and document standard operating procedures (SOPs) Support growth initiatives by improving internal efficiency --- Who This Role Is For Takes ownership and doesn’t wait to be told what to do Is detail-oriented but can also think strategically Communicates professionally and confidently with clients Thrives in a fast-paced, entrepreneurial environment Wants to grow into a leadership role over time --- Qualifications No prior experience in the industry is required Must be willing to learn and grow professionally Experience with CRM systems (Redtail, Salesforce, or similar) Strong organizational and communication skills Ability to manage multiple priorities without dropping details Experience working with people, customer service, onboarding, is a plus --- What Success Looks Like Clients receive fast, proactive, and professional service Onboarding and account workflows run smoothly with minimal oversight The advisor is freed up to focus on growth and client strategy Systems and processes continuously improve over time --- Why Join Us Direct exposure to building and scaling an independent wealth firm Opportunity to grow into a leadership role as the firm expands High level of autonomy and ownership Work closely with the founder and have a real impact on the business --- **We are not looking for someone to “help.” We are looking for someone to take ownership.** #J-18808-Ljbffr PecuSavvy Financial, LLC