Senior Client Services Manager at Clear Advice

Client Service Administrator/Manager

Total Compensation Package Includes salary, vacation, a monthly health insurance premium stipend, and Professional Development Opportunities

About Clear Advice Financial

Clear Advice Financial is a boutique, multi-generational wealth advisory firm specializing in serving ultra-high-net-worth families and their privately held businesses. Our mission is to simplify financial complexities and build deep, long-term relationships that span generations. With decades of experience in advanced financial planning, investment management, and life insurance, we provide sophisticated solutions tailored to the unique needs of our clients.

Our principals hold various professional designations and bring extremely advanced expertise in personal financial and business exit planning. As we expand our platforms, systems, and services to position the firm for future growth, we are seeking a passionate, detail-oriented client service administrator to join our growing team.

At Clear Advice Financial, you’ll find an environment that fosters creativity, autonomy, and professional growth—an ideal opportunity for those ready to leave the corporate rigidity of big institutions and thrive in a collaborative, client-first culture.

Your Role

As a Client Service Administrator, you will be an integral part of our team, ensuring the seamless delivery of exceptional client service. You’ll have the opportunity to build meaningful client relationships, support sophisticated financial planning initiatives, and contribute to our mission of helping families and businesses achieve their financial goals.

This role offers the chance to work closely with our Financial Advisors and play a pivotal part in coordinating client projects, managing operational efficiencies, and driving growth.

What You’ll Do

Coordinate Client Interactions

Organize client meetings, prepare agendas, and support presentations and paperwork to deliver a polished client experience.

Client Account Oversight

Monitor account activity, research, and resolve investment and insurance-related issues.

Investment Oversight: Verify accounts are traded into the accurate model and aid operation teams as needed; supervise incoming rollovers, other investment funding, and transfers to ensure that all applicable accounts moved

Streamline Onboarding

Prepare and review new account paperwork, ensuring accuracy and completeness.

Operational Support

Assist with trading processes, transfers, rollovers, and aligning accounts with strategic models.

Tech-Driven Efficiency

Leverage our advanced tech stack to enhance client service delivery.

Client Relationship Management

Document key client milestones, achievements, and personal details to ensure personalized interactions.

Client Quarterly Reviews: Prepare and send all client quarterly performance reports

Compliance

Apply and maintain compliance policies and procedures across products and services.

Team Collaboration

Participate in firm initiatives, client events, product rollouts, and cross-functional projects as a representative of Clear Advice.

Who You Are

We’re looking for someone who thrives in a client-first environment, values creativity, and is eager to grow with a forward-thinking independent advisory firm.

Qualifications

3-5 years of experience in financial services, preferably with an RIA or Broker/Dealer.

3 -5 years’ experience with life insurance application processing, preliminary underwriting, and coordinating life insurance policy requirements with clients.

A strong understanding of investment account operations and client support.

Series 7 license

Bachelor’s degree or equivalent experience is highly desirable.

Exceptional organizational skills, critical thinking, and the ability to manage multiple priorities.

Familiar with E-money, Wealthbox, Albridge, Schwab, Pershing, Fidelity and other financial industry technology platforms.

Adaptability and resourcefulness in handling changing demands or unexpected challenges.

A commitment to confidentiality and professionalism.

Self-motivated and accountable.

This is not a sales role, but passion and exceptional communication is paramount.

Why Join Us?

At Clear Advice Financial, you’ll enjoy:

The freedom to bring creativity to your role and influence client success.

A supportive team environment that values collaboration and innovation.

Opportunities for long-term growth and career advancement.

The satisfaction of working with a boutique firm that prioritizes quality over quantity.

If you’re ready to join a firm where your contributions truly matter, we want to hear from you!

Apply Today

Make the leap to a firm that values your expertise, invests in your growth, and empowers you to fulfil your highest potential.