Financial Services Manager jobs in United States
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Creative Capital Wealth Management Group ยท 1 month ago

Financial Services Manager

positionChester Springs, PA
timeFull-time
remoteOnsite
seniorityMid Level
money$80K/yr - $90K/yr

Creative Capital Wealth Management Group is a boutique wealth management firm serving high-net-worth individuals and business owners through specialized financial planning and alternative investment strategies. We are seeking a Client Service & Advisor Support Manager who can streamline workflows, support client communications, and ensure accuracy in all account-related processes.

ConsultingFinancial ServicesInsuranceRetirement

Responsibilities

Streamline workflows
Support client communications
Ensure accuracy in all account-related processes

Qualification

Financial services experienceClient communications supportWorkflow streamliningAccount accuracyCoordination skillsDetail-orientedClient experience focus

Required

Strong financial services experience
Ability to manage details
Experience supporting advisors
Ability to ensure a seamless client experience
Ability to streamline workflows
Experience supporting client communications
Ability to ensure accuracy in all account-related processes
Ability to coordinate between advisors, clients, custodians, and planning systems

Benefits

Bonus potential
Paid Time Off
Health & Dental insurance
401(k)

Company

Creative Capital Wealth Management Group

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Creative Capital Wealth Management Group provides housing endowment models, insurance, retirement planning and second opinion services.
dateFounded in 2003
location
Phoenixville, Pennsylvania, USA
people-size2-10 employees
web-link
https://ccwmg.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase