Now Hiring: Client Services Manager (Customer Service - Wealth Management)
Location: Hendersonville, NC 28792
Pay: $20.00-$23.00/hr + DOE Pay negotiable upon full-time hire
Schedule: Monday-Friday, 8:30 AM - 5:30 PM (1-hour lunch break)
Dress Code: Business casual (jeans not permitted)
Join an Award-Winning Wealth Management Team
Are you a detail-driven professional who values precision, independence, and purpose-driven work? Friday Services is proud to partner with a nationally recognized financial advisory firm-recently named Most Trusted in Wealth Management by the 2025 J.D. Power Investor Satisfaction Study-to find a dedicated Client Services Manager.
In this contract-to-hire position, you'll support a Certified Financial Planner and serve as the trusted primary contact for a close-knit group of high-net-worth clients, most of whom are seniors. You'll play a vital role in ensuring seamless daily operations and high-quality client service in a respected, ethical, and supportive environment.
What You'll Do:
- Act as the front-line liaison: answer phones, manage scheduling, emails, and incoming mail
- Support investment operations: open accounts, process distributions, and handle trust documentation
- Run and manage essential financial reports, ensuring regulatory compliance
- Maintain the utmost confidentiality and accuracy in handling sensitive information
- Communicate with remote colleagues via MS Teams and manage solo office responsibilities
- Stay on top of deadlines and office logistics with a high degree of autonomy
What We're Looking For:
- Background in finance, investments, or a regulated industry preferred
- Meticulous attention to detail with a passion for accuracy
- Strong self-starter who thrives when working independently
- Proficiency with computers (experience with dual monitors a plus)
- Warm, professional demeanor and excellent interpersonal communication skills
- Notary Public certification is a bonus
Why This Role Stands Out:
- Stable weekday schedule with no weekend hours
- Opportunity to grow into a long-term, full-time role with a highly trusted firm
- Meaningful, impactful work supporting clients' financial well-being
- Mentorship and hands-on training from the outgoing Client Services Manager during May 2025
Interviews begin immediately. Apply now to take the next step in a rewarding career with a trusted financial leader.