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
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