Client Service Lead – Wealth Advisory & Equity Path

IDA Wealth; Carlsbad (CA); On-site; USD 75,000 - 100,000; Full time

Benefits offered by this job

Health benefits

Retirement plan with employer match

Continuing education

Path to partnership

Job summary

IDA Wealth, based in Carlsbad, CA, seeks an experienced Client Service Manager to join our high‑performing team. You will own key client service requests, coordinate with custodians, and support advisers around client reviews.

You’ll maintain CRM records, collaborate across advisory, tax, operations and compliance, and help identify service gaps. This on‑site role fits someone with 3+ years in wealth client service and a passion for process improvement.

Qualifications

• 3+ years client service experience in wealth management.
• Hands-on custodial workflow experience: account openings, transfers, ACATs, RMDs.
• Schwab experience is a meaningful advantage; Altruist, Orion, Fidelity familiarity a plus.
• CRM platforms (HubSpot, Redtail, or equivalent) and M365; exposure to financial planning tools (eMoney, MoneyGuidePro).
• Genuinely interested in how AI and modern platforms shape firm operations.
• Strong typing speed and accuracy—the hiring process tests this.

Responsibilities

• Own client service requests: account maintenance, money movement, openings, transfers, ACATs, and RMDs.
• Coordinate with custodial platforms on inquiries, escalations, and workflows.
• Support advisers before/after client reviews—document gathering, CRM updates, action item follow‑through.
• Maintain complete client records across CRM and document management systems.
• Liaise across advisory, tax, operations, and compliance to avoid gaps.
• Identify service gaps and contribute to process improvements.
• Assist onboarding new client households and uphold compliance in all communications.

Skills

Wealth management

Custodial workflow

CRM platforms

Typing speed

AI in wealth

Education

Bachelor's degree

Series 65

Tools

HubSpot

Redtail

M365

MoneyGuidePro

eMoney

Job description

IDA Wealth, based in Carlsbad, CA, seeks an experienced Client Service Manager to join our high‑performing team. You will own key client service requests, coordinate with custodians, and support advisers around client reviews.

You’ll maintain CRM records, collaborate across advisory, tax, operations and compliance, and help identify service gaps. This on‑site role fits someone with 3+ years in wealth client service and a passion for process improvement.