Financial Client Service Manager - in office up to $80k
Posted: 05/08/2026
Industry: Employee Benefits & Retirement Services
Job Number: KO25.11.11.1
Remote Friendly: On-Site
Experience:
Job Description
Job Title: Financial Client Service Manager
Location: Chicago, IL
Job Type: Full-time, In-Office
Overview
We are seeking a motivated Financial Client Service Manager to join our team. This in-office role requires a FINRA license (Series 65) and offers an opportunity to provide exceptional service to clients while ensuring regulatory compliance.
Key Responsibilities
- Serve as the main point of contact for client inquiries and account issues.
- Assist with account openings, transactions, and maintenance.
- Process transactions and maintain client records in line with compliance standards.
- Educate clients on financial products and services.
- Collaborate with internal teams to deliver excellent service.
- Stay updated on industry regulations and maintain FINRA licensure.
Required:
- FINRA Series 65 license
- Experience in a client service role, preferably in financial services.
- Strong communication and organizational skills.
- Ability to work in a fast-paced office environment.
Preferred:
- Familiarity with investment products and financial regulations.
- Compensation & Benefits
- Competitive salary and benefits package.
- Professional development opportunities.
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