AVP, Client Service Leader & Operations

AON PLC; Los Angeles (CA); On-site; USD 80,000 - 115,000; Full time

Benefits offered by this job

401(k) with match

PTO & paid holidays

Health & wellness programs

Job summary

Wealthspire Advisors LLC is seeking a Client Service Manager in Los Angeles to ensure exceptional client service and lead the Client Service Associates. The role includes continuing as a CSA for an assigned client group while guiding the team to deliver superior service.

The position requires in-office work at least two days per week, collaboration with managers and client-facing staff, and strong supervisory, CRM, and MS Office skills. Financial services experience is preferred.

Qualifications

• Back-office or executive/administrative experience in finance is required.
• High-touch, direct client experience is essential.
• Experience supervising teams is a plus.
• Strong computer skills with CRM, portfolio management and document management tools.
• Proficiency in Microsoft Office is required; CRM experience is highly preferred.
• Excellent communication and organizational abilities; collaborative mindset.

Responsibilities

• Lead a team of Client Service professionals and optimize operations.
• Motivate and train employees to achieve department goals.
• Coordinate workload distribution and backup coverage during vacations/absences.
• Conduct performance reviews and provide ongoing feedback.
• Recommend compensation decisions and communicate them to staff.
• Collaborate to improve CSA processes and training materials.
• Escalate and resolve client service issues; partner with other managers.
• Use CRM to manage tasks, onboarding/offboarding, contracts, and requests.

Skills

Client experience

Supervisory experience

Communication

Organizational skills

Problem solving

Team collaboration

Tools

CRM

Portfolio management software

Document management software

Microsoft Office

Job description

Wealthspire Advisors LLC is seeking a Client Service Manager in Los Angeles to ensure exceptional client service and lead the Client Service Associates. The role includes continuing as a CSA for an assigned client group while guiding the team to deliver superior service.

The position requires in-office work at least two days per week, collaboration with managers and client-facing staff, and strong supervisory, CRM, and MS Office skills. Financial services experience is preferred.