Magellan Investment Partners · 21 hours ago
Client Services Manager
Plover, WI
Full-time
Onsite
Entry, Mid Level
$45K/yr - $65K/yr
2+ years expMagellan Financial is an independent, fiduciary RIA dedicated to serving clients with a relationship-first approach. The Client Services Manager will be responsible for managing account openings and related paperwork, ensuring smooth operations and effective communication with clients and team members.
Financial Services
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 Investment Partners
We are dedicated partners, driven by a focus on understanding client needs and providing specialist investment solutions.
51-200 employees
Funding
Current Stage
Growth StageRecent News
2025-10-09
Company data provided by crunchbase