Client Service Manager

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 is a fee‑only, employee‑owned RIA headquartered in Carlsbad, CA. Our purpose drives everything: creating peace of mind, freedom, and opportunity for the clients and families we serve. Through our Holistic Wealth Stewardship model – integrating financial planning, investment strategy, and tax coordination – we serve business owners, executives, and professionals who want more than investment management.

We're independently owned, fiercely client‑focused, and genuinely fun to work with. If you want a long‑term career at a firm that's building something meaningful and wants you to grow with it, this is the right place.

The Opportunity

We're adding an experienced Client Service Manager to work alongside our existing CS team – a peer contributor who is confident in their craft, brings real ownership to the role, and is genuinely excited to be part of a high‑performing team. This role has real impact from day one and room to grow as the firm does.

What You'll Do

• Own a portfolio of client service requests – account maintenance, money movement, account openings, transfers, ACATs, and RMDs – with accuracy and urgency
• Coordinate with custodial platforms (Schwab, Altruist, Fidelity, Betterment) on inquiries, escalations, and operational workflows
• Support advisers before and after client review meetings – document gathering, CRM updates, action item follow‑through
• Maintain complete client records across CRM (HubSpot/Redtail) and document management systems
• Liaise across advisory, tax, operations, and compliance to ensure nothing falls through the cracks
• Proactively identify service gaps and contribute to ongoing process improvement
• Assist with onboarding new client households and uphold compliance standards in all communications

What We're Looking For

Experience

• 3+ years of client service experience in wealth management – RIA or broker‑dealer strongly preferred; strong financial services or banking background considered
• Hands‑on custodial workflow experience: account openings, transfers, ACATs, RMDs, money movement – you’ve done the work, not just learned the concepts
• Schwab experience is a meaningful advantage; Altruist, Orion, and Fidelity familiarity a plus
• Comfortable with CRM platforms (HubSpot, Redtail, or equivalent) and M365; exposure to financial planning tools (eMoney, MoneyGuidePro) a plus
• Genuinely interested in how AI and modern platforms are shaping how great firms operate
• Strong typing speed and accuracy – we test this as part of the hiring process

Location

• Based in North San Diego County with easy commute to Carlsbad; on‑site role

Our Core Values — and Yours

• Optimistic Mindset – Can‑do attitude, every day. When things get hard – and they will – you bring energy, not excuses.
• Sincere Care for Others – You lead with a servant's heart and genuinely put clients and teammates ahead of yourself.
• Humble Enough to Learn – Coachable, open to feedback, and would rather improve than be right.
• Better Never Stops – Relentlessly curious and committed to continuous improvement – in your work and yourself.
• All In – Full commitment, full energy, every day. You're not here to coast. You're here to build something.

Attributes We're Hiring For

• Natural sense of urgency – you close the loop without being asked
• Excellent listener who builds rapport quickly and is easy to work with
• Able to task‑switch and multitask in a fast‑paced, high‑volume environment without losing accuracy
• Ownership mentality – you treat the work like it’s yours
• Proactive, self‑directed, and calm under pressure
• Good humor and warmth – you make the people around you better

Licenses & Credentials

• Bachelor's degree; field of study is less important than aptitude, work ethic, and relevant experience
• Series 65 preferred (or willingness to obtain)
• Competitive base salary commensurate with experience. Range from $75k to $100k.
• Performance‑based bonus eligibility
• Health benefits and retirement plan with employer match
• Continuing education and professional development support
• Path to partnership – IDA Wealth is employee‑owned. For the right candidate, a defined path to equity partnership is a real part of this conversation.