2 days ago Be among the first 25 applicants 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 Direct message the job poster from Magellan Financial & Insurance Services, Inc. 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 Referrals increase your chances of interviewing at Magellan Financial & Insurance Services, Inc. by 2x #J-18808-Ljbffr