About us
We’re a boutique wealth management firm proudly based in the heart of downtown Toledo. Boasting a dynamic team of 12, our expertise focuses on holistic wealth management solutions, including investment, tax, and risk management, focusing on the complex needs of our high-net-worth clientele. As we journey through a phase of growth, we’re looking to add members to our team who share a desire to create a high-touch, client-focused approach while incorporating technology-forward solutions. We’re looking for a candidate who is ready to step in and be part of our mission to not only expand but also redefine wealth management in our beloved community.
Job Description:
We are seeking a customer service-focused, tech-savvy Client Service Manager to join our team. Our approach combines the personalized attention and care of a small boutique firm with a technology focus to ensure the highest level of service for our clients.
Responsibilities:
- Serve as the main point of contact for clients for all service-related inquiries and issues, ensuring their concerns are addressed promptly and effectively.
- Leverage state-of-the-art technology to streamline client interactions, maintaining a high level of responsiveness and professionalism.
- Collaborate with our wealth management team to provide comprehensive financial services tailored to individual client needs.
- Handle a large service workload while maintaining attention to detail and accuracy.
- Regularly review client accounts and performance to identify potential issues or opportunities for improvement.
- Cultivate strong, long-term client relationships through regular communication and high-quality service.
- Conduct client meetings, either in-person or via digital platforms, to discuss financial goals, investment strategies, and progress toward objectives.
- Remain up-to-date with industry standards, changes, and trends in wealth management and customer service to continually enhance the client experience.
Qualifications:
- Minimum of 5 years of experience in a client-facing role within the wealth management industry.
- Demonstrated understanding of the unique needs and expectations of high-net-worth clients.
- Excellent customer service and interpersonal skills with a passion for creating a world-class client experience.
- Technologically adept with the ability to quickly learn and effectively utilize new software and tools.
- Strong organizational skills with the ability to manage a large workload under tight deadlines.
- Exceptional communication skills, both written and verbal.
- A proven track record of problem-solving and critical thinking skills.
- Ability to work independently and collaboratively within a team.
If you are looking for a challenging and rewarding opportunity to utilize your skills and experience in the wealth management industry, we would love to hear from you. Apply today to join our dedicated team and help us continue to set the standard for superior client service.
Job Type: Full-time
Benefits:
- Health insurance
- Paid time off
- Paid training
- Work from home
Schedule:
- Monday to Friday
Supplemental pay types:
- Bonus pay
Experience:
- Customer service: 3 years (Preferred)
- Wealth Management Office: 3 years (Preferred)

Work Location: In person
Croak Capital
Related jobs:
Film Crew and Interns – Production Studio Hiring
Job Description
A growing film production studio is looking for passionate and talented individuals to join its creative team. This opportunity is open to both experienced professionals and aspiring interns eager to gain hands-on experience in film and media production. The studio is dedicated to producing high-quality content and seeks team members who are motivated, dependable, and collaborative.
Job Responsibilities
-
Collaborate with production teams on various film and media projects
-
Support departments including wardrobe, makeup, editing, and sound design
-
Assist in production logistics, coordination, and on-set preparation
-
Maintain a professional and positive attitude in a fast-paced creative environment
Requirements
-
Open to professionals and interns across all departments
-
Must be creative, reliable, and passionate about film production
-
Strong communication and teamwork skills required
-
Based in or able to work in Milwaukee, Wisconsin
-
Previous experience is a plus but not required for interns
Compensation
-
Paid and internship opportunities available
-
Hands-on experience working with a professional production team
-
Opportunity for growth within the studio’s expanding network
Model Recruiters for Fashion and Talent Agency
Job Description
A top-tier modeling agency is now hiring motivated Model Recruiters to scout new talent and connect with aspiring models in the Atlanta market and beyond. This is a remote-friendly, commission-based opportunity ideal for self-starters who are passionate about fashion, talent development, and building strong networks in the entertainment industry. If you’re looking for flexibility and income potential while expanding your footprint in the modeling world, this role is for you.
Job Responsibilities
- Identify and recruit potential modeling talent through online platforms and personal networks
- Build and maintain a pipeline of qualified candidates for agency representation
- Conduct initial outreach and guide talent through the application process
- Attend weekly calls and monthly virtual meetings for team updates and support
- Stay informed on trends in the modeling and entertainment industries
Requirements
- Must be 18 or older
- Familiarity with the fashion or modeling industry preferred
- Self-driven, organized, and results-oriented
- Smartphone and/or computer required for daily communication
- Able to work independently with minimal supervision
Compensation
- Commission-based pay structure with unlimited earning potential
- 90% remote flexibility
- Access to an established network within the Atlanta modeling market
- Ongoing mentorship and brand-building opportunities