Top 329 Client experience manager Jobs in Fort Wayne, In

Manager of Client Operations
Northwestern Mutual —Fort Wayne, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid holidays
Quick Apply
2d
Client Service Manager
Northwestern Mutual —Fort Wayne, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid holidays
Quick Apply
2d
Supported Living Manager
Benchmark Human Services —Fort Wayne, IN
- $43,888 a year
- Online Application
- Background check
- CPR Certification
- Management
- Dental insurance
- Flexible spending account
Quick Apply
QA Manager
Pinnacle Partners, Inc. —Fort Wayne, IN
- $120,000 a year
- Management
- Mid-level
- Bachelor's degree
- Disability insurance
- Health insurance
4d
Residential Manager
Benchmark Human Services —Fort Wayne, IN
- $43,888 - $46,000 a year
- Online Application
- Background check
- Experience working with individuals with developmental disabilities
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Customer Service Manager
Nidec Motor Corporation: Traction —Fort Wayne, IN
- $81,100 - $121,700 a year
- Full-time
- 5 years
- Mid-level
- Analysis skills
- Health insurance
- Dental insurance
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8d
Customer Service Manager
Aon Corporation —Fort Wayne, IN
- $86,500 - $92,000 a year
- Part-time
- Microsoft Excel
- Mid-level
- Office
- Commuter assistance
- Health savings account
Lead Qualified Disability Professional
Easterseals Arc of Northeast Indiana —Fort Wayne, IN
- $25.20 - $29.40 an hour
- Extended hours
- Heavy lifting
- HIPAA
- Office
- Paid training
- Paid holidays
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Care Team Supervisor
Elara Caring —Fort Wayne, IN
- $22 - $26 an hour
- Full-time
- Spanish
- Experience working with individuals with disabilities
- 5 years
- Paid holidays
- Health insurance
Quick Apply
Case Manager (Independent Contractor)
Greenleaf Consulting Group LLC —Fort Wayne, IN
- $28 - $35 an hour
- Part-time
- Clean driving record
- Mid-level
- Office
Quick Apply
Emergency Shelter Case Manager
Connecting Broken Bridges —Fort Wayne, IN
- Part-time
- CPR Certification
- Mid-level
- Residential
- Opportunities for advancement
- Flexible schedule
Quick Apply
Property Manager (Apartment Communities)
Bradley Company —Fort Wayne, IN
- Full-time
- Mid-level
- High school diploma or GED
- Driver's License
Quick Apply
1d
Branch Manager II
Community State Bank, Avilla IN —Fort Wayne, IN
- Full-time
- Microsoft Excel
- Microsoft Outlook
- English
Quick Apply
4d
Case Manager II
Lutheran Social Services Inc —Fort Wayne, IN
- $42,000 - $47,000 a year
- Full-time
- Computer literacy
- Mid-level
- Driver's License
Quick Apply
Service Delivery Manager
Corsica Technologies, LLC —Fort Wayne, IN
- Full-time
- Remote
- Computer science
- Azure
- Computer Science
Quick Apply
Student & Family Services | Temporary Case Manager | McKinney-Vento
Fort Wayne Community Schools —Fort Wayne, IN
- $56,328 a year
- 8 hour shift
- School experience
- Mid-level
- Driver's License
Assistant Manager
M SHAPIRO REAL ESTATE GROUP —Auburn, IN
- $48,000 - $52,000 a year
- Full-time
- Inventory management
- Mid-level
- Office
Quick Apply
Lead Business Operations Analyst (On-Site)
Neumo —Fort Wayne, IN
- Full-time
- Heavy lifting
- System design
- Office
Quick Apply
Area Manager, GCL Logistics
Google —Fort Wayne, IN
- $164,000 - $240,000 a year
- Full-time
- 5 years
- Master's degree
- SQL
Customer Partnerships Manager (Hybrid Work Schedule)
Parts Town —Fort Wayne, IN
- $63,236.25 - $94,466.90 a year
- Hybrid work
- English
- Research
- Mid-level
- Profit sharing
- Paid parental leave
Quick Apply

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client experience manager jobs near fort wayne, in

Manager of Client Operations

Northwestern Mutual -
Fort Wayne, IN

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Job Details

Full-time
2 days ago

Benefits

Profit sharing
Paid holidays
Disability insurance
Dental insurance
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Managing customer accounts
Microsoft Excel
Client onboarding
Microsoft Outlook
Series 7
Organizational skills
Financial services
CRM system proficiency
Business operations
Life & Health Insurance License
Account management
Document management systems
Process management
Series 63

Full Job Description

About Summit Financial Group

Summit Financial Group is a wealth management and financial planning firm headquartered in Fort Wayne, Indiana, with additional locations serving clients across Central and Northern Indiana and Illinois. For more than 60 years, we have helped business owners, entrepreneurs, highnet-worth individuals, and families achieve their financial goals through comprehensive, multigenerational planning and family office-style services. We deliver customized strategies designed to support our clients' businesses, lifestyles, and legacies.

At Summit, we are committed to building lasting relationships through deep expertise, personalized guidance, and exceptional service. Our team works collaboratively to help clients gain clarity, maximize opportunities, and create long-term financial confidence. Recognized by Forbes and other industry organizations for excellence in wealth management and financial planning, we pride ourselves on fostering a culture of professionalism, growth, and client-centered impact.

Role

Reporting to the COO, the Manager of Client Operations oversees a centralized team (“bullpen”) responsible for executing client onboarding and ongoing service requests. This role balances team leadership with operational oversight to ensure consistent, efficient, and high-quality processing of Advisor and Client Service Manager submitted work. The Manager of Client Operations ensures strong execution of workflows, service level adherence, and alignment with firm standards while partnering closely with Advisors, Client Service Managers (CSMs), leadership, and other operational teams.

Key Responsibilities

Team Leadership & Development

Lead, coach, and mentor a centralized team of operations associates responsible for onboarding and service execution

Conduct regular 1:1 meetings, performance reviews, and development planning

Provide real-time feedback to ensure accuracy, timeliness, and quality of work

Support onboarding and training of new hires on workflows, systems, and service standards

Monitor team capacity, workload distribution, and service levels; adjust resources as needed

Foster a culture of accountability, responsiveness, and operational excellence

Serve as the primary escalation point for department issues

Ensure adherence to firm policies, compliance requirements, and operational procedures

Client Operations Delivery

Oversee execution of client onboarding and account servicing requests submitted by Advisors and CSMs

Ensure timely and accurate processing of new account setup, transfers, maintenance requests, and documentation

Act as a liaison between Advisors, CSMs, and operations teams to ensure clarity and efficient request handling

Monitor turnaround times and service level agreements (SLAs) to ensure consistent delivery standards

Support resolution of complex or high-priority cases, ensuring a positive client and advisor experience

Drive consistency in how service requests are submitted, tracked, and completed across the firm

Operational & Team Execution

Ensure standardized workflows, documentation, and service processes are followed across the bullpen team

Oversee tracking and reporting of service requests, pipeline visibility, and operational metrics

Reinforce compliance with regulatory requirements, firm policies, and documentation standards

Identify process inefficiencies and implement improvements to enhance speed, accuracy, and scalability

Partner with leadership to implement new tools, systems, and workflow enhancements

Stay informed on industry practices and integrate best practices into team operations

Qualifications and Experience

•5+ years of experience in financial services operations, client service, or account management •Required Licensure: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period)

•Strong knowledge of client onboarding, risk operations, wealth operations, account maintenance, and service workflows

•Prior leadership or supervisory experience preferred, especially in centralized or shared-service models

•Proven ability to manage high-volume workflows and competing priorities

•Strong communication, organization, and problem-solving skills

•Experience with CRM systems, custodial platforms, and operational tools

•Proficiency with Microsoft Office Suite (Excel, Outlook) and document management systems

Core Competencies

Strong leadership presence with the ability to coach, mentor, and develop team members in a high-volume operations environment

Deep understanding of client onboarding, risk operations, wealth operations, and service workflows within financial services

Excellent communication skills with the ability to coordinate across advisors, CSMs, and internal teams

Strong attention to detail with a focus on accuracy, efficiency, and service quality

Process-oriented mindset with a passion for standardization and continuous improvement

Ability to manage competing priorities and drive results in a fast-paced environment

Commitment to delivering seamless and consistent client experience

Compensation & Benefits

Competitive salary and profit-sharing bonus structure

Comprehensive insurance package with company paid dental, vision, short & long-term disability

Retirement plan with company match

Life insurance, 1x base salary

Paid holidays, PTO, and flexible work arrangements

Professional development and continuing education support

Location: On-site, Fort Wayne, IN

Hours: Monday – Friday, 8:00 am – 4:30 pm

With your resume, please submit expression of interest letter to Matt Miller, Director of Operations

[email protected] | 260-295-1946 | 3302 Mallard Cove Lane, Fort Wayne, IN 46804

Benefits:

401(k) matching
Dental insurance
Life insurance
Paid time off
Vision insurance

Experience:

Financial services: 5 years (Required)

License/Certification:

Life and Health (Preferred)
Series 7 (Preferred)
Series 66 (Preferred)
Series 63 (Preferred)

Location:

Fort Wayne, IN 46804 (Preferred)

Ability to Commute:

Fort Wayne, IN 46804 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client experience manager jobs in fort wayne, in

Manager of Client Operations

Client Service Manager

Supported Living Manager

QA Manager

Residential Manager

Customer Service Manager

Customer Service Manager

Lead Qualified Disability Professional

Care Team Supervisor

Case Manager (Independent Contractor)

Emergency Shelter Case Manager

Property Manager (Apartment Communities)

Branch Manager II

Case Manager II

Service Delivery Manager

Student & Family Services | Temporary Case Manager | McKinney-Vento

Assistant Manager

Lead Business Operations Analyst (On-Site)

Area Manager, GCL Logistics

Customer Partnerships Manager (Hybrid Work Schedule)

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