Client Service Lead - Wealth Management (Las Vegas On-Site)

Arista Wealth Management; Las Vegas (NV); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Profit sharing

Health, dental, vision benefits

401(k) with match

Visibility with firm leadership

Job summary

A financial services firm in Las Vegas is seeking a Client Service Manager to ensure exceptional client experiences. This role requires overseeing the Client Service team and managing high-net-worth client relationships. Ideal candidates will have 5+ years of experience in client services, a strong grasp of financial processes, and demonstrated skills in team management and communication. Competitive salary and full benefits offered.

Qualifications

• 5+ years of client service or operations experience in a financial services firm.
• Experience managing a small team is strongly preferred.
• Advanced knowledge of custodian systems like Fidelity and Schwab.

Responsibilities

• Oversee day-to-day operations of the Client Service team.
• Manage high-net-worth client relationships professionally.
• Handle complex service tasks such as transfers and distributions.
• Train and mentor Client Service Associates.

Skills

Client relationship management

Organizational discipline

Attention to detail

Communication skills

Team management

Tools

Redtail

Orion

Monday.com

Microsoft Office Suite

Job description

A financial services firm in Las Vegas is seeking a Client Service Manager to ensure exceptional client experiences. This role requires overseeing the Client Service team and managing high-net-worth client relationships. Ideal candidates will have 5+ years of experience in client services, a strong grasp of financial processes, and demonstrated skills in team management and communication. Competitive salary and full benefits offered.