Client Services Manager

This is a fully remote position, open to applicants in New Jersey.

📋 Description

• Oversee the client onboarding process by sending engagement letters, welcome emails, and tax planning questionnaires.

• Request, track, and systematically organize client documentation (including tax returns, QuickBooks files, and estate planning documents).

• Send reminders for any outstanding documents and ensure prompt follow-ups.

• Update CRM records after each call, email, or service interaction.

• Handle service requests such as address changes, form modifications, and status updates.

• Prepare and document finalized paperwork (including tax planning deliverables and questionnaires).

• Assist advisors by preparing client files in advance of meetings.

• Ensure a high-touch, white-glove experience for clients in every interaction.

⛳️ Requirements

• A minimum of 2 years of experience in client service, administration, or operations (preferably within financial services or similar compliance-oriented sectors).

• Excellent written and verbal communication abilities — both professional and friendly towards clients.

• Technologically proficient and well-organized — comfortable utilizing CRMs, project management tools, and digital filing systems.

• Highly detail-oriented — you can identify errors, missing information, and incomplete files before others do.

• Capable of managing multiple clients and deadlines without losing track.

• Positive, receptive to coaching, and proactive — you offer solutions rather than just presenting problems.

🏝️ Benefits

• 401(k)

• Paid time off

• Retirement plan

• Tuition reimbursement