Senior Client Service Manager

Job Summary

Supporting the Novato, CA team in a full-time remote capacity, the Senior Client Service Manager will serve as a trusted advisor and primary point of contact for clients and financial advisors, ensuring exceptional service and proactive relationship management while overseeing complex client service activities.

Key responsibilities

• Manage high-priority client requests and transactions, ensuring accuracy and responsiveness
• Coordinate client communications and meetings, preparing necessary materials for client reviews
• Mentor and train client service team members, sharing best practices to enhance service excellence

Required qualifications

• Bachelor's degree or equivalent experience preferred
• 7-10+ years of industry experience, including client-facing roles
• Proficiency in Salesforce or comparable CRM systems required
• Experience with Schwab and Fidelity required; Pershing experience preferred
• Strong working knowledge of financial products and terminology