Client Service Manager

Composition Wealth; Larkspur (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

Composition Wealth is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring exceptional service for a select book of clients. This role blends people leadership, operations, and client service to enhance scalability and client experience.

You will guide daily workflows, maintain key client relationships as senior escalation, and partner with Wealth Advisors to align service with firm strategy, while upholding regulatory standards.

Qualifications

• 5–8+ years of client service experience in wealth management or financial services
• 3+ years leadership or management experience with mentorship and team development
• Deep understanding of client service operations, workflows, and custodial processes
• Excellent problem-solving and organizational abilities
• Series 65 or extensive experience
• CRM experience (Salesforce preferred) and Microsoft Office proficiency

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates
• Oversee daily team workflows ensuring timely and accurate client service tasks
• Serve as senior escalation point for complex client needs
• Establish and enforce best practices, SOPs, and service standards
• 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
• Identify and implement process improvements to enhance efficiency, scalability, and client experience
• Ensure compliance with regulatory requirements and firm policies
• Collaborate cross-functionally with operations, compliance, and technology teams
• Own team outcomes and model Composition values

Skills

Leadership

Client service operations

Problem solving

Communication

Series 65

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Salesforce

Microsoft Office

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
• Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

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.