Client Service Manager Position Available In Sarasota, Florida

Client Service Manager FourThought Private Wealth 310 West Venice Avenue, Venice, FL 34285 About FourThought FourThought is an independent, values-driven wealth management firm committed to changing lives through comprehensive planning and thoughtful investing. Headquartered in Venice, Florida, we serve clients across the country through our Private Wealth and Signature divisions. Our philosophy blends modern financial science with timeless wisdom, empowering clients to make better decisions and live with less stress. We believe that great financial planning helps people feel confident in every area of life — not just with their money, but in how they care for their families, make big decisions, and plan for the future. As a team, we operate with trust, professionalism, accountability, and a client-first mindset. We’ve built a collaborative culture where people grow, innovate, and take ownership of their work. Every team member at FourThought contributes meaningfully to our mission and our clients’ success. If you’re passionate about making a difference and want to be part of a high-performing, purpose-driven firm, we invite you to explore what a future with FourThought could look like. Role Summary / Objective The Client Service Manager (CSM) plays a pivotal role in ensuring FourThought’s clients experience white-glove service through accurate, timely, and proactive administrative support. This role supports Planners and Paraplanners by managing critical workflows, coordinating client activities, and ensuring seamless execution of planning deliverables. The CSM is a collaborator, communicator, and executor committed to excellence. Essential Functions Client Service & Communication Serve as a primary liaison for client inquiries, resolving issues promptly and courteously. Manage routine and proactive communications such as RMDs, tax documents, and custodial requests. Ensure all client communication is timely, clear, and accurately documented. Meeting & Account Support Prepare meeting agendas, reports, and custodial paperwork in coordination with Planners and Paraplanners. Handle post-meeting follow-up tasks including form processing, document delivery, and task tracking. Oversee onboarding for new clients and accounts, coordinating document collection and submission. Collaboration & Team Integration Work closely with Planners and Paraplanners to align client service execution with financial planning needs. Participate in internal case review meetings to contribute client-service insights and support execution timelines. Actively collaborate on cross-functional initiatives, leveraging firm-wide resources to serve clients holistically. Operational Execution & Process Stewardship Accurately submit client requests including money movements, address changes, beneficiary updates, and account transfers. Identify and implement process improvements to increase efficiency and service quality. Maintain meticulous records in the CRM and custodial systems. Training & Culture Contribution Mentor and train fellow CSMs on internal systems, procedures, and client service best practices. Champion the FourThought brand and service standards by consistently modeling professionalism and care. Other Duties Participate in firm initiatives, projects, or ad-hoc responsibilities as assigned by the Director of Operations. Qualifications for This Position Bachelor’s degree. 3-5 years of experience in financial services, preferably in a wealth management or private client setting. High proficiency with Microsoft Office Suite and CRM platforms (e.g., Salesforce) Strong written and verbal communication skills. Client-centric mindset with the ability to anticipate needs and act with urgency. Demonstrated ability to work independently while contributing to a team.

Job Type:

Full-time Job Type:

Full-time Pay:

$45,000.00 – $75,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Employee assistance program Flexible spending account Health insurance Health savings account Life insurance Paid time off Professional development assistance Referral program Retirement plan Vision insurance

Schedule:

Monday to

Friday Supplemental Pay:

Bonus opportunities

Education:

Bachelor’s (Required)

Experience:

Customer Service:

3 years (Preferred) Ability to

Commute:

Venice, FL 34285 (Required) Ability to

Relocate:

Venice, FL 34285: Relocate before starting work (Required)

Work Location:

In person