Client Service Manager

FEG Investment Advisors; Cincinnati (OH); On-site; USD 95,000 - 130,000; Full time

Benefits offered by this job

Competitive pay

Bonus opportunities

Life insurance

Medical/Dental/Vision

401(k) / ESOP

Paid time off

Flexible work options

Mentorship program

Tuition reimbursement

Certification reimbursement

Wellness programs

Job summary

FEG Investment Advisors in Cincinnati, OH, is seeking a Client Service Manager to ensure daily back-office operations are completed accurately and timely. You will coordinate with internal teams and external providers, acting as the main contact for onboarding institutional relationships, and resolve client operational issues.

The role requires 8–10 years in the investment industry, strong organizational skills, and proficiency with Microsoft Office tools, including Excel and SharePoint.

Qualifications

• Bachelor’s degree preferably with a business focus.
• 8-10 years of work experience in the investment industry or a similar field, preferably client service related.
• Strong organizational skills, attention to detail and ability to multi-task.
• Understanding of investment terminology.

Responsibilities

• Primary point of contact for clients and advisor teams focused on enhancing the client experience.
• Coordination of all operational service activities with internal teams and external service providers.
• Monitor completion of activities and serve as single contact for cohesive communications.
• Oversee onboarding of new institutional relationships and manage onboarding steps for Operations.
• Conduct post-meeting activity review with consultants.
• Proactively communicate with clients to ensure data integrity and satisfaction.
• Identify opportunities to implement efficiencies within operational workflows.
• Participate in discovery calls and final presentations with prospective clients, providing operational input.
• Liaise with custodian relationship managers and perform due diligence on new relationships.

Skills

Client service

Investments terminology

Communication

Organizational skills

Education

Bachelor's degree

Tools

Microsoft Office

Excel

PowerPoint

SharePoint

Job description

About The Role / Position Summary

The Client Service Manager is a key member of Operations with the primary objective of ensuring that clients’ daily operational needs are accomplished timely and accurately. This individual serves as the client’s primary point of contact for daily back-office support by coordinating activities with internal teams and external service providers. The individual is an integral part of the implementation of investment decisions for client relationships and requires a strong background in financial operations to resolve account specific administrative and operational issues.

Location:

Cincinnati, OH (On-site)

Employment Type:

Full-time

Department:

Operations – Client Service

Why Work at FEG? / About the Company

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients 1 , such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities both directly and by helping our clients fulfill their missions, for over 37 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio, Dallas, Texas, and Indianapolis, Indiana, with approximately $100.4 billion 2 in client assets under advisement.

1 Institutional clients include Charitable organizations, Community Foundations, Corporate, Healthcare, Higher Education, Independent Schools, Insurance, Native American Tribes, Private Foundations, Public Funds, Religious organizations, and Taft Hartley. Nonprofit clients include Charitable organizations, Community Foundations, Healthcare (nonprofit), Higher Education, Independent Schools, Private Foundations, and Religious Organizations.

2 As of March 31, 2026, Assets under Advisement (AUA) include discretionary and non-discretionary assets of FEG and its affiliated entities. These assets are typically non-discretionary. Some asset values may not be readily available at the most recent quarter-end; therefore, the previous quarter's values were used and may be higher or lower depending on current market conditions. Of the $100.4bn in AUA, FEG's total assets under management (AUM) of $19.3bn includes discretionary of ($16.7bn) and non-discretionary AUM ($2.5bn).

What You’ll Do / Position Responsibilities

• Primary point of contact for clients and advisor teams focused on enhancing the client experience.
• Coordination of all operational service activities with internal teams and external service providers.
• Monitor completion of activities and serve as single contact for cohesive communications.
• Serve as client operational point of contact for onboarding new institutional relationships and oversee all steps in the onboarding process for Operations department.
• Conduct post-meeting activity review with consultants.
• Proactively communicate with clients to ensure integrity of client data, create client recognition, and maintain gauge of satisfaction with FEG services.
• Identify opportunities to implement efficiencies within the flow of operational activity.
• On an as needed basis, participate in discovery calls and finals presentations with prospective clients, providing operational expertise to the discussions.
• Serve as firm’s liaison with preferred custodian relationship managers and perform due diligence on potential new relationships.

What We Require / Minimum Qualifications

• Bachelor’s degree preferably with a business focus.
• 8-10 years of work experience in the investment industry or a similar field, preferably client service related.
• Strong organizational skills, attention to detail and ability to multi-task.
• Understanding of investment terminology.

What You’ll Bring / Knowledge, Skills, And Experience

• Ability to identify and resolve or appropriately elevate complex issues with minimal guidance.
• Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, and excellent written and verbal communication skills.
• Listen and learn while still taking full ownership of individual scope of work.
• Engage collaboratively with clients, investment teams and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

What We Offer / Benefits & Compensation

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
• Wealth Benefits including 401(k) and ESOP Programs with company contributions.
• Paid Time Off (Holidays, PTO, Parental Leave).
• Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
• Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
• A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
• Tuition reimbursement for approved educational programs to support continued learning and career development.
• Reimbursement for eligible professional certifications and industry-recognized designations.
• Access to comprehensive wellness programs that support physical, mental, and overall well-being.

Work Authorization Requirement

FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. At this time, we are not able to provide visa sponsorship for this role. All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.

LIMITATIONS AND DISCLAIMER

The above job description is meant to describe the general nature and level of work being performed