Director of Client Services Financial
Myers Capital Advisors, Medina, OH, United States
The Director of Client Services (DCS) is the heartbeat of our firm’s operations and the primary architect of our client experience. This is not just an administrative role; it is a leadership position designed to ensure that every interaction a client has with our firm is seamless, professional, and deeply personalized. You will lead the client service team, oversee complex account operations, and act as the bridge between our financial advisors and our valued clients.
This is aleadership + operational execution role—ideal for someone who thrives in a fast-paced, high-volume environment and understands the importance of speed, accuracy, and follow-up.
Key Responsibilities
Ensure a seamless onboarding process for new clients (applications, transfers, account setup)
Implement structured follow-up systems to improve appointment-to-client conversion rates
Maintain consistent communication cadence for reviews, service, and retention
Work directly with advisors to prepare for first appointments and client reviews
Ensure all paperwork, illustrations, and account details are accurate and ready
Manage case flow across insurance and AUM business lines
Act as a liaison between advisors, clients, and carriers/custodians
Operations & Process Optimization
Build and refine scalable workflows to support a growing seminar volume
Identify bottlenecks in onboarding, underwriting, transfers, and servicing
Improve CRM usage, automation, and tracking of client/prospect activity
Standardize processes across insurance and investment business
Compliance & Risk Management
Ensure all processes adhere to compliance standards across insurance and AUM
Maintain accurate client records and documentation
Coordinate with compliance partners as needed
Qualifications
3 + years in financial services (retirement planning, insurance, or wealth management)
2+ years in a leadership or operations management role
Working knowledge of:
Annuities & life insurance products
Managed accounts / AUM platforms
Strong organizational, leadership, and communication skills
Ability to manage multiple priorities in a fast-paced environment
Preferred
Experience with CRMs (e.g., Redtail, Salesforce or Wealthbox,)
Familiarity with custodians and insurance carriers
Experience supporting seminars, client events, or workshops
What Success Looks Like in This Role
Faster, cleaner onboarding and processing
Improved client retention and satisfaction
Advisors operating more efficiently and focused on closing business
A scalable client service system that supports firm growth
Compensation & Growth
Competitive base salary + performance-based bonuses tied to team and firm metrics
Leadership role with significant growth opportunity as the firm scales
Direct impact on revenue, client experience, and operational success
#J-18808-Ljbffr
This is aleadership + operational execution role—ideal for someone who thrives in a fast-paced, high-volume environment and understands the importance of speed, accuracy, and follow-up.
Key Responsibilities
Ensure a seamless onboarding process for new clients (applications, transfers, account setup)
Implement structured follow-up systems to improve appointment-to-client conversion rates
Maintain consistent communication cadence for reviews, service, and retention
Work directly with advisors to prepare for first appointments and client reviews
Ensure all paperwork, illustrations, and account details are accurate and ready
Manage case flow across insurance and AUM business lines
Act as a liaison between advisors, clients, and carriers/custodians
Operations & Process Optimization
Build and refine scalable workflows to support a growing seminar volume
Identify bottlenecks in onboarding, underwriting, transfers, and servicing
Improve CRM usage, automation, and tracking of client/prospect activity
Standardize processes across insurance and investment business
Compliance & Risk Management
Ensure all processes adhere to compliance standards across insurance and AUM
Maintain accurate client records and documentation
Coordinate with compliance partners as needed
Qualifications
3 + years in financial services (retirement planning, insurance, or wealth management)
2+ years in a leadership or operations management role
Working knowledge of:
Annuities & life insurance products
Managed accounts / AUM platforms
Strong organizational, leadership, and communication skills
Ability to manage multiple priorities in a fast-paced environment
Preferred
Experience with CRMs (e.g., Redtail, Salesforce or Wealthbox,)
Familiarity with custodians and insurance carriers
Experience supporting seminars, client events, or workshops
What Success Looks Like in This Role
Faster, cleaner onboarding and processing
Improved client retention and satisfaction
Advisors operating more efficiently and focused on closing business
A scalable client service system that supports firm growth
Compensation & Growth
Competitive base salary + performance-based bonuses tied to team and firm metrics
Leadership role with significant growth opportunity as the firm scales
Direct impact on revenue, client experience, and operational success
#J-18808-Ljbffr