Broker Check

Client Services Manager

Meridian, ID

Job Title: Client Service Manager
Status: Full-Time
Relevant Work Experience: 3+ years
Qualifications: Bachelor’s Degree, FINRA Licensed (Series 6 and 63) and CA Life & Health Preferred
Job Category: Financial Services, Business Administration

We are a value-based financial planning firm based in San Ramon, CA with operations in Idaho as well. Our clients include individuals, professionals and family owned businesses. We are looking to build a cohesive, collegial, fast paced and professional team. Together, we provide our clients with an extraordinarily high level of service. Character and integrity are critical elements of the firm’s success.

You are a polished professional, detailed oriented, well organized, know how to prioritize and possess strong follow through skills. You display professional service and etiquette when dealing directly with clients People often comment on your warm and professional presence. You are energetic and enjoy a fast paced environment. You have unquestioned honesty, ethics, and integrity. The ideal candidate is interested in financial planning and knowledgeable about investments and insurance.


  • Prepare investment and insurance applications and other administrative paperwork.
  • Manage “business in motion”.


  • Set appointments with clients / prospects and manage meeting logistics.
  • Research and respond to outstanding client issues or service requests.
  • Provide administrative support during our financial planning process.
  • Provide administrative support for marketing projects.
  • Provide financial planning, investment and estate planning research and analysis.
  • Maintain reporting systems related to clients, assets and production.
  • Basic administrative responsibilities including copying, faxing, and filing.


  • Strong written and verbal skills; ability to communicate in a clear and professional manner
  • Professional, service-oriented demeanor with pleasant, business-appropriate phone etiquette
  • Strong attention to detail and ensuring accuracy of forms, reports and database information
  • Self-motivated with ability to work well independently and collaboratively with others
  • Effective problem-solving skills to resolve routine client questions
  • Excellent work ethic and positive attitude
  • Willingness to constantly learn in an ever-changing industry
  • Microsoft Office experience required and CRM (Redtail) experience a plus.

A supportive and professional environment, a salary commensurate with your experience, a real opportunity for professional development and an excellent work life balance.

The financial planner is a registered representative of Lincoln Financial Advisors Corp.

Securities offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC). Investment advisory services offered through Sagemark Consulting, a division of Lincoln Financial Advisors Corp, a registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Private Wealth Financial Partners is not an affiliate of Lincoln Financial Advisors Corp. CRN1803195-052217

Job Type: Full-time


  • Finance: 3 years (Preferred)


  • Bachelor's (Preferred)


  • Series 6 and 63 (Preferred)
  • Series 7 License (Preferred)