Client Service Manager

Composition Wealth, LLC; Larkspur (CA); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

401(k) Plan with Employer matching

Health Savings Account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth, LLC is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring top-tier service for a select book of clients. The role blends people management, operational oversight, and process improvement, ideal for an experienced Senior Client Service Associate with leadership track.

You will mentor staff, oversee workflows, collaborate with Wealth Advisors, and drive initiatives to enhance efficiency, compliance, and client satisfaction while representing

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 5–8+ years of experience in client service within wealth management or financial services.
• 3+ years prior leadership or management experience with the proven ability for performance management, mentorship and team development.
• Deep understanding of client service operations, workflows, and custodial processes.

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates, including hiring, training, performance management, and coaching.
• Oversee daily team workflows and ensure timely, accurate client service tasks.
• Maintain responsibility for a subset of client relationships as a senior escalation point for complex needs.
• Establish and enforce best practices, SOPs, and service standards across the team.
• Partner with Wealth Advisors and firm leadership to align service delivery with client expectations and firm strategy.
• Monitor capacity, allocate resources, and prioritize workloads effectively.
• Identify and implement process improvements to enhance efficiency, scalability, and client experience.
• Ensure compliance with regulatory requirements and firm policies in all activities.
• Collaborate cross-functionally with operations, compliance, and technology teams to improve systems.

Skills

Leadership experience

Client service operations

Strong communication

Problem solving

Team development

Education

Bachelor's degree in Finance/Accounting/Economics

Series 65 certificate

Tools

Salesforce

Microsoft Office

Job description

Job Description:

As a Client Service Manager, you will lead a team of Client Service Associates while ensuring a high standard of service for a select book of clients. This role combines people management, operational oversight, client service, and process improvement, making it ideal for an experienced Senior Client Service Associate with demonstrated management experience and a strong track record of developing others.

Key Responsibilities:

• Manage, mentor, and develop a team of Client Service Associates, including hiring, training, performance management, and coaching to ensure exceptional support for our clients and advisors
• Oversee daily team workflows, ensuring timely and accurate completion of client service tasks
• Maintain responsibility for a smaller subset of client relationships, serving as a senior escalation point for complex client needs
• Establish and enforce best practices, standard operating procedures, and service standards across the team
• Partner with Wealth Advisors and firm leadership to align service delivery with client expectations and firm strategy
• Monitor team capacity, allocate resources, and prioritize workloads effectively
• Identify and implement process improvements to enhance efficiency, scalability, and client experience
• Ensure compliance with regulatory requirements and firm policies in all client service activities
• Collaborate cross-functionally with operations, compliance, and technology teams to improve systems and workflows
• Leads the team- has a passion for coaching, developing, and holding team members accountable; owns team outcomes
• Sets the standard- service quality, process discipline, and team culture run through this role; models Composition values at the highest level
• Senior client presence- maintains responsibility for a select book and serves as the senior escalation point for complex client needs
• Drives operational excellence- exercises sound judgment in complex people and service decisions; identifies and leads process improvements for efficiency and scalability
• Strategic partner- collaborates with Wealth Advisors and firm leadership to align service delivery with client expectations and firm strategy

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5–8+ years of experience in client service within wealth management or financial services
• 3+ years prior leadership or management experience with the proven ability for performance management, mentorship and team development
• Deep understanding of client service operations, workflows, and custodial processes
• Excellent problem-solving and organizational abilities
• Strong communication skills, both internally and client-facing
• Proficiency in CRM systems (Salesforce preferred) and Microsoft Office Suite
• Series 65 or extensive experience

Why Join Us?

• Competitive compensation structure
• 401(k) Plan with Employer matching
• Employer health savings account
• Medical & vision insurance
• Continuing education support
• Composition Wealth is passionate about our people. We invest a ton of time, energy and resources in our people.