Job Description

About Nexus Wealth Partners

At Nexus Wealth Partners, located in the heart of Westlake Village, CA, we are dedicated to providing top-tier financial planning services to our clients. Our team is the cornerstone of our success, and we're currently seeking a dynamic and motivated Client Service and Office Operations Manager to join us and integrate well with our unique culture. If you're passionate about financial planning and thrive in a supportive, flexible work environment, we'd love to hear from you!

Position Overview:

We are seeking a highly organized and dynamic Client Service and Office Operations Manager to oversee day-to-day office operations while ensuring exceptional service to our clients. This individual will play a critical role in maintaining a smooth office environment, providing stellar client service, and supporting the team to achieve operational efficiency. The ideal candidate will be a proactive problem solver, an excellent communicator, and someone with a passion for creating positive experiences for both clients and internal teams.

Key Responsibilities:

Client Service:

• Build and maintain strong, long-lasting client relationships by addressing client inquiries, resolving issues, and providing product/service support

• Collaborate with clients to ensure satisfaction, identify opportunities for improvement, and gather feedback

Office Management:

• Oversee the daily operations of the office, ensuring a productive, clean, and well-organized environment

• Manage office supplies, inventory, and equipment to ensure all resources are readily available and well-maintained

Administrative Support:

• Provide general administrative support to the leadership team and other departments as needed

• Handle incoming communications (calls, emails, and in-person inquiries) in a timely and professional manner

Qualifications:

• Education: Bachelor’s degree in business administration, Communications, or a related field (preferred but not required)

• Experience: 3+ years of experience in client service, office management, or a related role

• Skills:

- Excellent organizational and time management skills

-Strong verbal and written communication abilities

-Ability to multitask and prioritize in a fast-paced environment

-Exceptional problem-solving and critical-thinking skills

-Proficient in Microsoft Office Suite and comfortable with Technology

-Client-focused mindset with an attention to detail

• Personal Traits:

-Client-focused mindset with an attention to detail

-Strong interpersonal skills and a friendly, approachable demeanor

-Cheerful outlook, self-motivated, and adaptable to changing work environments

Benefits:

• Competitive salary and benefits package.
• Health, dental, and vision insurance
• 401(k) with company contributions

How to Apply:

Ready to take the next step in your career with Nexus Wealth Partners? Email your resume to Scott Nelson at Scott@NexusWealthPartners.com by April 30, 2025. We look forward to learning more about you and what you can bring to our team!

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