Client Services Manager

Client Services Manager | Palm Harbor, FL (Onsite)
Schedule: Monday–Friday | Full-Time, In-Office

Qualifications, skills, and all relevant experience needed for this role can be found in the full description below.

Join a fast-growing financial services firm where client relationships are at the heart of everything we do.

At

Sterling Bridge Financial , we believe exceptional service drives exceptional outcomes. We’re looking for a

Client Services Manager

who thrives in a dynamic, client-first environment and is passionate about helping individuals confidently navigate their financial future. This role goes beyond traditional service—it’s about becoming a trusted partner in each client’s long-term success while working alongside a collaborative, growth-driven team.

What You’ll Do

Deliver exceptional client experiences
Serve as the primary point of contact for valued clients
Provide responsive, white-glove service with professionalism and care
Lead client onboarding, meetings, and annual review sessions
Maintain accurate and detailed client records in CRM systems

Support financial planning & investment strategies
Assist in preparing customized financial plans and analyses
Support portfolio reviews, risk assessments, and investment monitoring
Research financial and insurance solutions aligned with client goals
Identify opportunities to enhance client outcomes and relationships

Ensure operational excellence
Manage account servicing, transfers, transactions, and updates with precision
Resolve account issues efficiently and professionally
Maintain organized, compliant, and up-to-date records and workflows
Collaborate with internal teams for a seamless client experience

Be part of a high-performing team
Work closely with advisors and internal specialists
Contribute to process improvements and team initiatives
Participate in client events, seminars, and firm-wide projects

What We’re Looking For

Active insurance licenses and/or securities registrations required
Strong understanding of financial services and client relationship management
Excellent communication, xsgimln organization, and attention to detail
Proficiency with CRM systems and Microsoft Office
Ability to thrive in a fast-paced, client-focused environment
3+ years of experience in financial services, wealth management, insurance, or related fields preferred

Why Join Us?

Direct impact on client financial success and well-being
Exposure to financial planning, investment management, and advisory services
Collaborative, supportive, and growth-oriented culture
Opportunity to build long-term career development in financial services

If you’re passionate about delivering outstanding client experiences and growing within a dynamic financial firm, we’d love to connect.