If you’re sharp, organized, and good with people — and you hate boring jobs — keep reading.
We’re a growing tax & wealth advisory firm looking for a Client Services Manager who can juggle clients, timelines, and details without breaking a sweat. This role sits at the center of everything and moves fast. Growth happens fast here.
What You’ll Be Doing
Managing client communication during onboarding and active projects
Scheduling calls, sending intake materials, and setting expectations
Collecting, organizing, and tracking client documents
Following up on missing items and upcoming deadlines
Coordinating between clients and internal team members
Keeping systems, portals, and records accurate and up to date
Making sure the client experience feels smooth, professional, and handled
This is a hands-on, client-facing role — not passive customer service.
Who This Role Is Great For
If you have experience in hospitality, real estate, or any other fast-paced, client-facing customer service role, this may be the perfect opportunity for you.
Strong communicators who stay calm, clear, and professional
Organized, proactive, detail-oriented self-starters
Comfortable managing multiple clients, conversations, and timelines
No tax or finance background required — we’ll train the right person.
The Opportunity
$23–$26/hr to start
Real exposure to business strategy, tax planning, and wealth building
Performance-based raises and expanded responsibility over time
Clear room for growth into senior client success, operations, or advisory roles
This role can scale quickly and meaningfully if you’re sharp and take ownership.
Interviews are happening now and moving fast.
Reply with your email and a short intro about who you are and why this role caught your attention.
