Client Service Manager / Wealth Management

Client Service Manager

Wealth Management | Team Leadership | Client Experience

Position Overview

We are seeking an experienced Client Service Manager to lead a team of client service professionals within a wealth management office. This individual will oversee daily service operations, mentor team members, and resolve escalated issues for high-net-worth clients while ensuring an exceptional client experience.

The ideal candidate has a strong background in wealth management operations, excellent problem-solving skills, and the ability to balance hands-on client support with team leadership.

Key Responsibilities

• Lead, mentor, and support a team of client service professionals, promoting accountability and operational excellence.
• Handle escalated client concerns and complex service requests with professionalism and discretion.
• Oversee daily client service operations, including account opening, transfers, money movement, and account maintenance.
• Support financial advisors and team members with complex operational issues.
• Monitor service requests and ticketing systems to ensure timely resolution and follow-up.
• Maintain accurate client records and CRM documentation.
• Identify opportunities to improve workflows, streamline processes, and enhance the client experience.
• Coordinate with custodians, broker-dealers, RIAs, and internal partners to resolve service issues.

Required Qualifications

• Minimum of 5 years of financial services or wealth management experience.
• Strong understanding of wealth management operations and client service processes.
• Excellent communication, organization, and problem-solving skills.
• Ability to manage sensitive client situations and competing priorities effectively.

Preferred Qualifications

• 1–2 years of leadership, mentorship, or supervisory experience.
• Experience working within a broker-dealer, RIA, or hybrid wealth management firm.
• Familiarity with Redtail CRM and service ticketing systems.
• Series 7 and Series 63 licenses preferred but not required.
• Experience supporting high-net-worth clients.

Ideal Candidate

A proactive, solutions-oriented professional who takes ownership, develops people, and consistently delivers exceptional client service. The ideal candidate combines strong operational knowledge with the leadership skills needed to support a high-performing team and build lasting client relationships.

Pay: $75,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• Health insurance

Work Location: In person