Client Services Manager

Job Summary

A company is looking for a Manager, Client Services (West Coast) to lead client service delivery and team management for a regional group of advisors.

Key Responsibilities

• Lead and manage a regional team of Client Service Associates and Managers, focusing on performance and development
• Oversee advisor relationships, ensuring effective communication and service delivery
• Manage onboarding processes, operational performance metrics, and enforce service standards across the team

Required Qualifications

• 5+ years of experience in wealth management operations, client service, or advisor support
• 2+ years of direct people management experience in client service or operations
• Hands-on experience with advisor onboarding, money movement, and account servicing
• Strong understanding of custodian workflows (e.g., Fidelity, Charles Schwab)
• High ownership mentality with the ability to operate autonomously in a fast-paced environment