Client Service Manager

Job Description

Client Service Manager

Columbus, OH (onsite) partime

About the Opportunity

Join a growing, client-focused financial advisory practice where your role goes far beyond administrative support—you become a key driver of client experience and operational excellence.

In this position, you’ll be the backbone of a fast-paced, relationship-driven office, ensuring every client interaction is seamless, personal, and professional. If you enjoy building relationships, staying highly organized, and playing a meaningful role in a team’s success, this is an opportunity to grow alongside a thriving advisory practice.

Key Responsibilities

Client Experience & Relationship Support

• Serve as a primary point of contact for clients, delivering responsive and professional service

• Build strong client relationships through ongoing communication (calls, emails, and personal touches like birthday/holiday outreach)

Operations & Workflow Management

• Manage daily office workflow to ensure smooth, efficient operations

• Coordinate calendars, schedule meetings, and proactively support advisor priorities

Account & Administrative Support

• Prepare and maintain client profiles, open accounts, and process transfers

• Handle transaction requests and coordinate with the home office when needed

Business Development Support

• Schedule client and prospect meetings

• Support initiatives that drive client engagement and long-term growth

What We’re Looking For

We’re seeking someone who combines organization, initiative, and a client-first mindset:

• 3+ years of client service or administrative experience

• Ameriprise Financial previous experience preferred

• Exceptional attention to detail and strong organizational skills

• Proactive, self-starter mentality with the ability to anticipate needs

• Strong communication skills and a polished, professional presence

• Ability to manage multiple priorities in a fast-paced environment

• Positive attitude with a desire to learn and grow

Why This Role Matters

In this role, you will:

• Play a critical part in shaping the client experience

• Become a trusted partner to financial advisors

• Help drive the efficiency and growth of the practice

• Build a meaningful career in financial services

Compensation & Work Environment

• Benefits: Health Insurance and 401k

• Schedule: Full-time 30-40 hours per week

• Location: In-office role (Dublin, OH)

Who Thrives Here

The most successful candidate is someone who is:

• A relationship builder who enjoys connecting with clients

• A detail-oriented operator who keeps everything running smoothly

• A problem solver who takes initiative without being asked

• A team player who takes pride in contributing to a shared goal

Hybrid remote