Magellan Financial & Insurance Services, Inc. · 1 day ago
Client Services Associate
Knoxville Metro
Full-time
Onsite
Mid, Senior Level
$50K/yr - $70K/yr
3+ years expMagellan Financial & Insurance Services, Inc. is a high-growth Registered Investment Advisor (RIA) seeking a Client Services Associate to enhance their operational capabilities. The role involves managing annuity operations, new account openings, and ensuring a high-quality client experience while working closely with the firm's owners to build operational infrastructure.
Financial ServicesInsuranceService Industry
Hiring Manager
Nick Ryan
Responsibilities
You will own the entire lifecycle of annuity business (Ibexis, Jackson, Athene) from application to funding
You will manage new account openings, ACATs, and money movement with precision
You are the first point of contact, ensuring every client interaction is professional, timely, and 'white-glove.'
As we scale, this role is designed to evolve into an Office Manager or Director of Operations position
Qualification
Required
3+ years in Wealth Management/Insurance Ops (RIA, Broker-Dealer, Bank, Trust)
Deep proficiency with annuity applications and processing (Application to Issue)
Experience with custodial platforms (Schwab Institutional preferred)
Preferred
Proficiency in Redtail CRM
Benefits
Higher base salary
Healthcare stipend
Company
Magellan Financial & Insurance Services, Inc.
The intersection of fierce independence, disruptive annuity & asset growth, and unstoppable marketing horsepower—this is Magellan Financial.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Austin Nachbar
Director of Strategic Partnerships
Brendon Reed
Director of Strategic Partnerships
Company data provided by crunchbase