Client Service Manager

Client Service Manager

Olympia Wealth & Life Management – Beachwood, OH

At Olympia Wealth & Life Management, we’re here to help you achieve more than just a job—we’re here to help you build a career that empowers you to make a difference. Our mission is to educate and inspire others to take bold control of their financial futures, and we want you to be part of that journey. Imagine unlocking your potential, building lasting success, and turning your own dreams into reality while helping others do the same. Join our team, and together we’ll create a fulfilling, prosperous future—for our clients and for you.

Why Join Us?

At Olympia Wealth & Life Management, we offer:

• A comprehensive benefits package including health insurance and retirement plan participation

• Paid time off and paid holidays

• Remote work on Fridays (after an initial orientation and training period where you’ll be in the office M-F)

• A supportive team environment where your contributions matter.

• Opportunities for professional growth and development.

• The chance to make a meaningful impact on our clients’ financial journeys.

Key Responsibilities

1. Account Management and Servicing

• Oversee the end-to-end account opening process, including preparation and submission of documentation.

• Coordinate asset transfers and required minimum distributions (RMDs), and ensure accurate and timely processing and follow-through.

• Manage account maintenance tasks such as updating client information, processing service requests, and managing beneficiary changes.

• Collaborate with custodians and internal teams to address and resolve account-related concerns efficiently.

2. Client Service and Relationship Management

• Respond promptly to client inquiries, offering expert guidance on account-related matters.

• Support client retention by delivering exceptional service and implementing personalized outreach strategies.

• Prepare for client meetings by drafting agendas, taking notes, and following up on actionable items.

• Conduct proactive client outreach to schedule reviews and confirm follow-ups.

• Execute engagement tasks such as personalized communications, birthday greetings, and holiday mailings.

3. Operational and Administrative Support

• Maintain accurate client records in CRM systems and ensure all documentation is current.

• Manage firm-wide scheduling and calendars, ensuring seamless coordination for financial advisors.

• Collaborate with the team to identify and implement process improvements that enhance service efficiency.

Qualifications

• Experience: Minimum 2+ years in client service roles within the financial services industry, directly supporting financial advisors.

• Skills:

  • Client-focused approach with a passion for delivering outstanding service.

  • Strong attention to detail and organizational skills, especially with account documents.

  • Superior interpersonal and communication skills across all channels (phone, email, in person).

  • Proficiency in Microsoft Office, financial planning software (eMoney), and CRM platforms (e.g., RedTail).

  • Analytical problem-solving skills and ability to thrive in a fast-paced environment.

• Knowledge: Familiarity with financial planning concepts, investment strategies, and retirement planning.

• Certifications: FINRA Series 7 & 66 (or willingness to obtain) preferred. Relevant certifications (e.g., CFP, FPQP) are a plus.