Client Services Manager

We are seeking a Client Service Manager or Senior Client Service Manager to join a growing wealth management team and play a key role in delivering an exceptional client experience.

This is a highly client-facing position that partners closely with advisors, operations, custodians, and internal teams to ensure clients receive responsive, accurate, and personalized service. The ideal candidate is organized, relationship-oriented, a strong communicator, and eager to continue learning within the wealth management industry. **Hybrid Role 3 days in office**

What You'll Do:

• Serve as a primary point of contact for client questions, requests, and ongoing service needs
• Guide new clients through onboarding, account setup, documentation, and procedures
• Coordinate with internal teams to ensure a seamless client transition
• Partner with advisors to schedule and coordinate regular client reviews
• Prepare and coordinate materials for client meetings, including financial plans, performance reports, and investment summaries
• Work with custodians, brokerage firms, and internal teams to process client transactions
• Coordinate paperwork related to account openings, transfers, withdrawals, beneficiary updates, and other account activities
• Maintain accurate client records and CRM information
• Ensure compliance with regulatory requirements and internal policies
• Collaborate with team members to provide accurate and timely reporting
• Build strong, lasting client relationships through proactive communication and follow-through

What We're Looking For:

• 5+ years of experience in wealth management service is preferred
• Strong understanding of financial planning principles, investment strategies, and relevant regulations
• Excellent communication, presentation, and interpersonal skills
• Strong organizational skills with the ability to manage multiple priorities
• Bachelor's degree in Business, Economics, Finance, or a related field preferred, or equivalent relevant experience
• Proficiency with Microsoft Office Suite
• Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
• Experience with Orion, Salesforce, or other financial technology preferred
• Ability to adapt to a changing business and technology environment
• Strong attention to confidentiality when handling sensitive client and financial information
• Willingness to travel up to 25%

Why This Opportunity?

This role offers the opportunity to work closely with advisors and clients while becoming an integral part of a wealth management team. The position is well suited for someone who enjoys relationship management, problem-solving, organization, and being a key resource for clients.