Client Service Manager

The Trusted Advisor Toolkit; California (MO); On-site; USD 52,000 - 68,000; Full time

Job summary

The Trusted Advisor Toolkit is seeking a highly organized Client Service Manager in San Diego to coordinate projects, manage deadlines, and ensure consistent client communication. You will work closely with the CEO to keep operations moving smoothly and maintain detailed records.

This role emphasizes proactive problem solving, strong phone communication, and meticulous coordination across the team. Training will be provided, and the position is full-time and in-office in the Sorrento Valley area.

Qualifications

• Strong attention to detail and follow-through.
• Ability to manage multiple moving parts without losing track of priorities.
• Clear and confident communication, especially on the phone.
• Comfort working with spreadsheets and tracking systems.
• Ability to learn quickly and take ownership of responsibilities.
• Able to figure things out with minimal direction once trained.
• Reliable, organized, and accountable to deadlines.

Responsibilities

• Coordinate projects and ensure tasks move from start to finish.
• Track deadlines and follow up with team members to ensure work is completed on time.
• Help manage the process of coordinating Subject Matter Experts on our team.
• Coordinate client progress, including scheduling and tracking client meetings.
• Communicate directly with clients to gather information and keep projects moving.
• Handle client outreach primarily by phone, with voicemail and email follow-up as needed.
• Organize and maintain office workflows using spreadsheets and internal tracking systems.
• Manage the CEO’s calendar and assist with client and vendor communication.
• Document key interactions and ensure important details are properly recorded.

Skills

Attention to detail

Multitasking

Clear communication

Spreadsheet proficiency

Quick learner

Ownership mindset

Reliability

Tools

Spreadsheets

Job description

About the Role

A small, client-focused financial services business in San Diego is seeking a highly organized Client Service Manager to work directly with the CEO. This role is focused on coordinating projects, keeping the team on track, and ensuring client communication is handled consistently, professionally and to coordinate all administrative aspects of the business.

This is not a purely task-based role. You will be responsible for making sure things move forward, deadlines are met, and nothing falls through the cracks.

Responsibilities

• Coordinate projects and ensure tasks move from start to finish
• Track deadlines and follow up with team members to ensure work is completed on time
• Help manage the process of coordinating Subject Matter Experts on our team
• Coordinate client progress, including scheduling and tracking client meetings
• Communicate directly with clients to gather information and keep projects moving
• Handle client outreach primarily by phone, with voicemail and email follow-up as needed
• Organize and maintain office workflows using spreadsheets and internal tracking systems
• Manage the CEO’s calendar and assist with client and vendor communication
• Document key interactions and ensure important details are properly recorded

Client Communication

This is a relationship-driven business, and communication is a critical part of the role. You must be comfortable picking up the phone and speaking with clients and remote team members regularly.

What This Role Requires

• Strong attention to detail with consistent follow-through
• Ability to manage multiple moving parts without losing track of priorities
• Clear and confident communication, especially on the phone
• Comfort working with spreadsheets and tracking systems
• Ability to learn quickly and take ownership of responsibilities
• Able to figure things out with minimal direction once trained
• Reliable, organized, and accountable to deadlines

This role does not require prior experience in financial services. Training will be provided. However, you are expected to take ownership of your responsibilities quickly and contribute to keeping operations running smoothly.

Compensation and Schedule

Compensation is competitive and will be subject to your skill and experience

Full-time position

This is a full-time, in-office position located in the Sorrento Valley area of San Diego, CA 92121.

About the Business

This is a small, well-established business serving a select group of affluent clients who expect a high standard of care. The focus is on coordinating multiple aspects of each client’s financial life and ensuring a consistent, high-quality experience.