Client Service Manager — Financial Services

Job overview

The Client Service Manager — Financial Services is a hybrid role based in Lisle, IL. Compensation is $65,000 annually with a 30% bonus. The position supports AIM’s service and operations work for clients and financial advisors. The manager helps advisors and clients navigate onboarding and ongoing operations by handling paperwork, billing, reconciliation, workflow follow-up, and service inquiries. The role also identifies process improvements, supports platform adoption, and resolves operational issues through completion.

What you'll do

• Serve as a subject matter expert on paperwork and processes across custodial platforms
• assist with advisor onboarding and training
• respond to calls and emails
• prepare paperwork and reports
• identify automation and efficiency opportunities
• process advisor billing and custodial execution
• reconcile data
• resolve NIGOs
• monitor workflows and communicate with advisors
• track policy changes
• support platform adoption and optimization
• escalate complex problems and follow them through completion.

What we're looking for

Skills & competencies

client service manager

financial services

hybrid

lisle il

advyzon

advisor onboarding

client operations

custodial platforms

process improvement

$65,000 annual

30% bonus

bachelor’s degree

Work arrangement

• Weekend coverage required

Why this role

Hybrid position; occasional weekend work may be required.

About the employer

Advyzon is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.