Client Service Manager

Client Service Manager
Legacy Planning Advisor Group
West Chester, PA | In-Office | Full-Time

Legacy Planning Advisor Group, a Private Wealth Advisory Practice, is seeking a full-time Client Service Manager to support the day-to-day operations of a growing advisory practice.

Legacy Planning Advisor Group specialist in comprehensive financial planning and estate management for professional athletes, business owners, and senior executives, delivering tailored strategies to support complex financial needs.

This is a highly independent role ideal for a self-sufficient, detail-oriented professional who is comfortable working autonomously in an office setting. The Client Service Manager will serve as a key partner to the advisor, ensuring seamless client service, operational efficiency, and consistent execution of processes.

Position Overview
The Client Service Manager is responsible for overseeing administrative operations, client service coordination, and internal workflow management. This individual will manage multiple priorities, support client relationships, and ensure all processes are executed accurately and in alignment with compliance standards.

This role requires strong judgment, initiative, and the ability to operate independently while maintaining a high level of professionalism and accountability.

Key Responsibilities

Client Service & Relationship Management

• Manage client relationships, including handling day-to-day service requests and scheduling
• Coordinate client communications, follow-ups, and ongoing service needs
• Maintain and manage client calendars, appointments, and prospect activities

Operations & Workflow Management

• Oversee annual financial plan production in coordination with the planning team
• Manage and support plan production staff, including a part-time team member
• Ensure efficient workflow across all client service and planning processes

Investment & Trading Support

• Manage Vestmark processes and prepare materials for quarterly trading activity
• Coordinate with external trading partners to ensure smooth execution

Administrative & Office Management

• Maintain organization and efficiency of the office environment
• Support advisor with scheduling, prioritization, and operational needs
• Ensure all systems, processes, and documentation are up to date

Compliance & Process Oversight

• Ensure all activities and processes align with compliance requirements
• Maintain consistency and accuracy in documentation and procedures

Qualifications

• 1-3 years of experience in an administrative, executive assistant, or office management role or financial planning preferred
• Associate’s Degree or higher preferred, but not required
• Experience in financial services or wealth management preferred
• Ability to work independently with minimal supervision
• Strong organizational and time management skills
• Excellent communication and client service skills
• High level of integrity, professionalism, and accountability
• Proactive mindset with strong problem-solving and decision-making abilities
• Experience with CRM systems and financial planning tools preferred
• Familiarity with investment operations and trading processes (Vestmark experience a plus)

Compensation & Benefits

• Compensation: $80,000 - $90,000/annually, exempt
• Bonus Structure, available
• Health Insurance, Dental Insurance, and Long-Term Disability available
• Retirement Plan: SEP IRA offered
• Paid Time Off (PTO): 10 days in the first year
• 11 Paid Holidays

Work Environment & Schedule

• In-office position; candidate will primarily work independently in the office
• Standard business hours: Monday through Friday 8:30am – 5:30pm ET

Equal Opportunity Employer
Legacy Planning Advisor Group is an equal opportunity employer and welcomes applicants from all backgrounds.