Client Services Manager | Wealth Management

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Magellan Financial & Insurance Services, Inc. provided pay range
This range is provided by Magellan Financial & Insurance Services, Inc. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range
$45,000.00/yr - $65,000.00/yr

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Director of Business Development at Magellan Financial & Insurance Services.
Client Service Manager (RIA Operations) | In-Office | Plover, WI

Be the operational backbone for nearly 1,000 Wisconsin families.

About Elite Retirement Group

We’re an independent, fiduciary RIA—meaning we serve clients, not corporate agendas. We combine the relationship-first feel of a local boutique with the support and resources of a

$10B+ national network (Magellan/Foundations) . You’ll work with strong systems, real support, and a team that values grit, integrity, and the

Wisconsin work ethic .

Most client service roles are reactive—tickets, interruptions, and constant “fire drills.” This role is built differently. At

Elite Retirement Group , you’ll own the operational execution that turns signed paperwork into funded accounts and real peace of mind. We have the clients and the growth—what we need is a

detail-driven operations professional

who runs the engine with consistency and precision.

PTO + paid holidays

Direct Primary Care subscription (100% covered primary care access; not traditional insurance)

Paid training on institutional-grade fintech (Orion, Redtail) and a clear path to mastering RIA operations

In-office role (Plover, WI) with a tight-knit, values-driven team

Key responsibilities include:

Manage

account openings ,

ACATs ,

annuity applications , and related paperwork from start to finish

Track transfers and workflows proactively until fully completed—no loose ends

Coordinate between clients, custodians, and internal team members to keep timelines moving

Maintain accurate documentation and updates in CRM/custodian platforms

Provide clear, patient communication to clients—especially when paperwork feels overwhelming

Who You Are

Zero-defect oriented:

You double-check details because accuracy matters

A finisher:

You don’t “hand it off”—you track it until it’s done

High EQ:

You can explain complex steps calmly and clearly to clients of all backgrounds

Operations-minded:

You thrive in organized execution, not chaotic busyness

Qualifications

2+ years

in financial services (account opening, transfers/ACATs, client service in banking/investing)

Comfortable navigating

CRMs and custodian portals

(Schwab/Fidelity experience strongly preferred)

Proven ability to manage

20+ open workflows

simultaneously without dropping details

Apply

If you’re ready to be the anchor of a high-performing operations team, apply with your resume. We’d love to discuss how you can elevate our client experience—and build a stable, long-term career in RIA operations.

Seniority level
Mid-Senior level

Employment type
Full-time

Job function
Accounting/Auditing, Finance, and Consulting

Industries
Financial Services, Insurance, and Insurance Agencies and Brokerages

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