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Advisor Support & Client Services Manager

  • ... Posted on: Apr 22, 2026
  • ... Steward Partners
  • ... Winnetka, California
  • ... Salary: Not Available
  • ... Full-time

Advisor Support & Client Services Manager   

Job Title :

Advisor Support & Client Services Manager

Job Type :

Full-time

Job Location :

Winnetka California United States

Remote :

No

Jobcon Logo Job Description :

A leading independent financial services firm in Winnetka, Illinois, is seeking a Registered Client Administrative Manager to provide operational and administrative support to Financial Advisors. Responsibilities include onboarding new client accounts, maintaining client relationships, and preparing reports. The ideal candidate has active FINRA licenses and a Bachelor’s degree in Business. Strong organization and customer service skills are essential, along with the ability to thrive in a fast-paced environment. #J-18808-Ljbffr

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Jobcon Logo Position Details

Posted:

Apr 22, 2026

Reference Number:

14660_74165660D35254E9FC8BEAF1C8245C64

Employment:

Full-time

Salary:

Not Available

City:

Winnetka

Job Origin:

APPCAST_CPC

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A leading independent financial services firm in Winnetka, Illinois, is seeking a Registered Client Administrative Manager to provide operational and administrative support to Financial Advisors. Responsibilities include onboarding new client accounts, maintaining client relationships, and preparing reports. The ideal candidate has active FINRA licenses and a Bachelor’s degree in Business. Strong organization and customer service skills are essential, along with the ability to thrive in a fast-paced environment. #J-18808-Ljbffr

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