Sr. Client Services Manager

Phoenix, AZ; Chicago, IL; Remote
$75,000 plus, quarterly bonus, stock options and competitive benefits package
Closing date
Apr 7, 2024

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Experience Level
5 to 9 years
CFP® Certification

Job Details

The Group: Advyzon Investment Management (AIM) is a Turnkey Asset Management Program (TAMP) that offers investment solutions and operations outsourcing to advisors. AIM was launched in 2022 as a new subsidiary of Advyzon, which was founded in 2012 with the purpose of building intuitive all-in-one technology for advisor firms. AIM provides disciplined investment management solutions built upon an intuitive user experience and personalized relationship based service model. The service team within AIM is responsible providing a technology forward white-glove service experience to advisors.

The Role: AIM is seeking a Sr. Client Service Manager to join our team of service professionals. This individual will act as a key point of contact for service and operations in support of Advisors that utilize AIM. The Sr. CSM will be involved in all service items related to client and advisor onboarding and ongoing day-to-day operations for our largest and most complex TAMP clients.


Advyzon is your complete technology solution that combines customizable performance reporting, flexible billing, robust client relationship management (CRM), customizable client portal and mobile app, secure and compliant document storage, seamless prospecting and powerful business intelligence in a single, integrated platform.

We feel that technology should be simple to use, innovative and backed by exceptional client service, these are the core principles upon which Advyzon was founded.

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