Client Services Manager - Financial Planning (014-712)

We're looking for a detail-oriented and proactive Client Services Manager to support the day-to-day operations of a financial planning practice. The role is critical in ensuring a smooth client experience, from preparing documentation and managing records to implementing advice after approval.Requirements3 years of experience in a Client Services Admin or similar role3 years of experience with financial planning strategy implementationExperience using CRMs (e.g., Xplan, AdviserLogic, Midwinter, or similar tools)Proficient in Wrap platform administration (i.e., North and Expand)Financial Planning or related certification/s are highly desirableOriginally posted on Himalayas