Claire Myers Consulting (CMC) is a staffing and recruiting company that is on a mission to help small and medium-sized businesses acquire and retain talent. Cla
Operations & Client Service Manager
Location
Texas
Posted
1 day ago
Salary
$70K - $90K / year
Seniority
Senior
Job Description
Operations & Client Service Manager
Claire Myers Consulting
Title: Operations & Client Service Manager Location: Dallas, Texas, United States Job Description: Location: Remote (U.S.) Reports To: Founder & Lead Advisor Compensation: $70-90k base salary (depending on experience) + bonus opportunity + benefits About the Firm: This is a highly personalized wealth management practice serving primarily retirees with approximately $175 million in assets under management. The firm delivers comprehensive financial planning, investment management, retirement income planning, tax planning, and tax preparation services, creating a deeply integrated client experience. The founder is seeking a trusted right-hand partner who can take ownership of operations, administration, and client service workflows, allowing her to focus on client relationships, planning, and continued growth. Position Overview: This is not a traditional administrative assistant role. The Operations & Client Service Manager will serve as the operational quarterback of the practice, overseeing workflows, account administration, meeting preparation, client service requests, financial planning support, and process management. The ideal candidate thrives on organization, follow-through, and creating order from complexity. They enjoy details, proactively solve problems, and take pride in ensuring nothing falls through the cracks. Key Responsibilities: Operations & Workflow Management: - Manage day-to-day operational workflows across the practice - Track and monitor client requests from start to finish - Ensure paperwork, account transfers, and service requests are completed accurately and on time - Follow up with custodians, vendors, and internal resources as needed - Create, document, and improve standard operating procedures (SOPs) - Maintain organized digital filing systems and records - Serve as a central coordinator between the advisor and external support resources Client Service Support: - Prepare account paperwork, forms, and documentation - Coordinate DocuSign workflows and follow-up activities - Process beneficiary updates, account maintenance requests, and client service items - Handle routine client communications and follow-up - Ensure all client records remain accurate and up to date - Assist with meeting scheduling and logistics Financial Planning Support: - Enter and maintain client information within eMoney - Assist with data gathering and organization for financial plans - Prepare materials needed for client meetings - Pull reports and planning data for advisor review - Support implementation of a surge meeting process Executive & Advisor Support: - Proactively review upcoming calendar commitments - Prepare meeting files and supporting documentation in advance - Help prioritize tasks and keep projects moving forward - Act as a gatekeeper for operational issues, reducing interruptions to the advisor - Identify opportunities to improve efficiency and capacity across the practice Minimum Qualifications: - MUST HAVE 3+ years of experience in wealth management - Strong organizational and project management skills - Exceptional attention to detail - Ability to manage multiple priorities simultaneously - Comfortable working independently in a remote environment - Strong written and verbal communication skills - Technology proficiency and ability to learn new systems quickly Preferred Qualifications: - Experience supporting a Financial Advisor or RIA - Familiarity with eMoney - Experience with account opening and maintenance processes - Exposure to retirement planning and investment management workflows - Knowledge of DocuSign, CRM systems, and custodial platforms - Industry licenses (Series 7/66) are welcome but not required
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Client Services Associate
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Our services portfolio covers everything from business support services such as interpretation, multicultural and digital marketing, SEO and website globalization to multimedia work, video, e-learning and training, and legal support services. All services and client partnerships are aided by best-in-breed software platforms, specialized in optimizing business processes. That’s enough about us – what about you? We look for and appreciate anyone who is willing to roll up their sleeves and get stuck in! We offer a fast growth path and provide full training around our services, technology solutions and workflows. Therefore the key skills we are looking for are solid communication and relationship building abilities, keeping a cool head if situations get a bit stressful and really owning your role, taking responsibility for your clients and their business success. If this sounds like you, we would love to hear from you! 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Client Services Associate
TransPerfectTransPerfect, founded in 1992 by seasoned translation industry professionals Liz Elting and Phil Shaw, is one of the world's leading providers of technology-ena
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Client Services Consultant
TravelwmissyIf you're organized, dependable, and enjoy helping others, we'd love to hear from you.
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