Director OF Client Services

Lifetime Advisors Group is seeking a highly organized, dependable, and service-oriented professional to help lead the internal operations and client workflow systems of our growing holistic financial planning firm.
We are intentionally building a culture centered around professionalism, accountability, client care, communication, and operational excellence. This role is ideal for someone who thrives on creating structure, managing details, improving systems, and helping a team operate smoothly and efficiently.
This is a long-term operational leadership opportunity for someone who values stability, teamwork, and meaningful client relationships. Ideal for candidates such as:
Operations coordinators
Banking professionals
Insurance operations
CRM/process-oriented candidates
Key Responsibilities Manage and oversee client workflows through Redtail CRM
Coordinate client communication and service follow-up
Track investment, annuity, and operational paperwork through completion
Maintain accountability for timelines, outstanding items, and task management
Assist in building and improving office systems and procedures
Support leadership in creating consistency and operational structure
Help ensure clients feel informed, supported, and cared for throughout every interaction
What We Are Looking For Strong organizational and communication skills
Professionalism and emotional maturity
Calm and solution-oriented under pressure
Ability to prioritize and manage multiple responsibilities
Strong follow-through and accountability
Team-oriented mindset with a willingness to help improve systems
Experience in banking, healthcare administration, insurance operations, financial services, legal administration, or office management preferred
What Success Looks Like Clients receive timely updates and communication
Workflows are actively managed and completed efficiently
Team communication is proactive and professional
Operational systems become more organized and streamlined
The office environment remains positive, supportive, and solutions-focused
Schedule Full-time, Monday–Thursday
Occasional evening educational workshops or community events
SIMPLE IRA with company match
Performance and team-based bonus opportunities
Long-term growth opportunity within a collaborative and client-focused firm
About Lifetime Advisors Group Lifetime Advisors Group is a holistic financial planning firm focused on retirement planning, tax strategies, wealth management, healthcare planning, and legacy planning. We believe clients deserve thoughtful guidance, personal attention, and a team that genuinely cares about helping them navigate life’s financial transitions with clarity and confidence.
Compensation Salary range: $45,000 – $55,000 depending on experience
Performance bonuses
Opportunity for growth within the firm
4‑day work weeks
Location The Meadows Professional Office Park, North Kingstown, RI 02852

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