Client Service Manager
in Orlando, Florida

We are a growing and award-winning firm.

We are seeking a Client Service Manager who is passionate about helping clients stay on top of their financial to-dos and supporting financial planners working with high net worth clients. We have an opportunity in our main office located in Orlando, Florida. We are a fully independent, fee-only RIA serving about 900 client families and managing roughly $1.2 billion.  

The primary focus of a Client Service Manager is to ensure that clients’ needs are met in a timely and accurate manner while providing outstanding customer service and professional communications. As a Client Service Manager, you will have a direct impact on the client experience and will be vital to the success of the organization.