Client Services Manager

You know the difference between answering a phone and owning what happens after it rings. Between filing a document and moving an application until it's actually done. Most offices split that work into pieces and give ownership to no one. We're doing the opposite. Alloy Wealth VA is a retirement-planning practice in Virginia Beach - the brand is new; the practice isn't. We carry forward longstanding local roots and existing client relationships into a new chapter of growth. We're hiring one person to own the full client-and-office rhythm. What you'll own Client contact - the first voice on the phone, the first face in the office. Complete, accurate messages; routine questions handled well; advice questions routed to the right advisor fast. Financial applications - accuracy and completeness from intake through completion, missing documents pursued, status and next step visible so nothing stalls quietly. The calendar - scheduling, confirmations, deadlines, conflict prevention, and meeting logistics for the whole office. Records and open loops - CRM, tasks, notes, and files - are up to date enough that anyone can trust them, with follow-ups closed before anyone has to chase them. Events and the office itself - client events, vendors, materials, logistics, and a space that's organized, welcoming, and ready. Why this seat This isn't reception, and it isn't people management - there are no direct reports. You run the workflow, not the staff. In a small advisor-led office, everything above belongs to one accountable owner: you. You work directly with the advisors leading the practice; your effect on clients and advisor capacity shows quickly, and you build real depth across advisory and insurance workflows without carrying a personal sales or production mandate. As trust builds, so does the scope of what you own. The honest trade The role is broad and hands-on. Five days a week in our Virginia Beach office. Some hours are hospitality; some are exacting document detail - most days are both. There are no layers here; the work is yours. If you want distance from execution or one narrow lane, this isn't your seat. What you need You've owned a client-service, administrative, or document-heavy workflow from intake through completion - not one step in someone else's. Warm, professional communication by phone, email, and in person, with accurate capture and sound judgment about what to handle and what to escalation. Accuracy in a confidential environment - you catch incomplete, inconsistent, or missing information before it becomes a problem. Independent prioritization across calls, calendars, applications, events, and everything else a small office generates. A sustainable full-time, on-site commitment to Virginia Beach. Compensation: $50,000-$70,000 base. Placement depends on relevant experience and remaining ramp. If you've been the person a whole office quietly depends on, we'd like to meet you. #J-18808-Ljbffr