Log InSign Up
HomeClient Service Manager

Client Service Manager

$$$

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:

Job Description
A live broadcast production is seeking skilled professionals to bring high-quality video coverage to weekly services. This role involves overseeing or operating broadcast equipment, ensuring seamless technical execution, and delivering a polished viewing experience for the audience. Candidates should be experienced in live production, able to work under pressure, and committed to delivering professional results.

Job Responsibilities

  • Direct live broadcast services, including calling the show, operating switchers, and managing camera operations

  • Coordinate graphics, audio, and technical elements for a professional on-air presentation

  • Operate PTZ and remote cameras in both ENG and studio formats during live services

  • Frame and compose shots, perform smooth camera movements, and multitask during live direction

  • Prepare, position, and assess technical readiness of gear such as cameras, tripods, and transmitters

Requirements

  • Minimum 3 years of experience in live video production or camera operation

  • Proficiency with broadcast equipment such as Blackmagic ATEM switchers, cameras, and presentation systems

  • Strong leadership, communication, and multitasking skills under time-sensitive conditions

  • Physical stamina for extended standing and equipment operation, with excellent vision and hearing

  • Ability to troubleshoot and maintain high technical and creative standards

Compensation

  • Competitive pay based on experience

  • Up to $350 per service for Production Directors

  • Up to $300 per service for Camera Operators

Job Description
A creative production team is currently seeking skilled crew members for an interior design series filming a short run in early September. This is a paid opportunity supporting a small, agile team on location. Crew members will play an integral part in ensuring smooth operations for a fast-paced set environment.

Job Responsibilities

  • Operate FX9 camera for filming select scenes

  • Assist camera operators and manage equipment setup (Camera Assistant / DMT)

  • Provide hair and makeup services for the host (HMUA)

  • Support general production needs, pickups, and set preparation (Production Assistants)

Requirements

  • Must be available for 3–4 days between September 11th and 22nd

  • Production Assistants must have a valid driver’s license for crew pickups

  • Local or New York-based crew preferred for logistical convenience

  • Portfolio or CV required for consideration

Compensation

  • All roles are paid (rate details upon application)

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

Share this job:

Job overview

Location:
Job type:
Ethnicity:
Body type:
Expiration date:
11-10-2023

Job skills

Are you ready to get discovered?

Gain access to thousands of jobs and appear higher in the search results now!