Magellan Financial & Insurance Services, Inc. · 6 days ago
Client Services Manager | Wealth Management
Plover, WI
Full-time
Onsite
Entry, Mid Level
$45K/yr - $65K/yr
2+ years expMagellan Financial & Insurance Services, Inc. is an independent fiduciary RIA focused on serving clients with a relationship-first approach. They are seeking a Client Services Manager to oversee the operational execution of account openings and related paperwork, ensuring a smooth client experience and maintaining accurate documentation.
Financial ServicesInsuranceService Industry
Hiring Manager
Isaiah Williams
Responsibilities
Manage account openings, ACATs, annuity applications, and related paperwork from start to finish
Track transfers and workflows proactively until fully completed—no loose ends
Coordinate between clients, custodians, and internal team members to keep timelines moving
Maintain accurate documentation and updates in CRM/custodian platforms
Provide clear, patient communication to clients—especially when paperwork feels overwhelming
Qualification
Required
2+ years in financial services (account opening, transfers/ACATs, client service in banking/investing)
Comfortable navigating CRMs and custodian portals (Schwab/Fidelity experience strongly preferred)
Proven ability to manage 20+ open workflows simultaneously without dropping details
Benefits
PTO + paid holidays
Direct Primary Care subscription (100% covered primary care access; not traditional insurance)
Paid training on institutional-grade fintech (Orion, Redtail) and a clear path to mastering RIA operations
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