Client Service Manager

CMC Recruiting; Larkspur (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with employer match

Health insurance

Professional development support

Job summary

CMC Recruiting is seeking a Client Service Manager for a wealth management client in the United States. This hands-on leadership role oversees a team of Client Service Associates while maintaining senior client relationships and handling complex service needs.

The ideal candidate has 5–8+ years in wealth management client service with 3+ years in leadership, and experience with Fidelity/Schwab. Responsibilities include hiring, coaching, and process improvements to scale client service operations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5–8+ years of client service experience within wealth management or financial services.
• 3+ years of leadership or management experience with coaching and developing team members.
• Must have Fidelity and/or Schwab experience.
• Strong understanding of wealth management client service operations and workflows.

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates.
• Oversee hiring, onboarding, training, coaching, and performance management.
• Establish expectations and accountability while supporting professional development.
• Monitor team capacity and allocate responsibilities for balanced workloads.
• Foster a collaborative, service-oriented culture focused on quality and continuous improvement.
• Maintain responsibility for a select group of client relationships and serve as senior escalation point.
• Partner with Wealth Advisors to anticipate client needs and ensure follow-through.
• Oversee daily client service workflows and ensure timely execution.
• Establish SOPs and service standards; identify process improvements.
• Collaborate with operations, compliance, and tech to strengthen systems.

Skills

Leadership

Client Service

Process Improvement

Team Development

CRM (Salesforce)

Regulatory Awareness

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Salesforce

Microsoft Office

Job description

Compensation: $130K - $150K base salary + comprehensive benefits

Position Overview:

Our client, an established wealth management firm serving high-net-worth clients, is seeking an experienced Client Service Manager to lead and develop its client service team while maintaining a high standard of service across the firm.

This is a hands-on leadership role combining people management, client service, operational oversight, and process improvement. The Client Service Manager will oversee a team of Client Service Associates while continuing to manage a select group of client relationships and serving as a senior resource for more complex client needs.

This is an ideal opportunity for an experienced Senior Client Service Associate or Client Service Manager who enjoys developing people, improving processes, and creating an exceptional experience for both clients and advisors.

Key Responsibilities:

• Lead, mentor, and develop a team of Client Service Associates
• Oversee hiring, onboarding, training, coaching, and performance management
• Establish clear expectations and accountability while supporting ongoing professional development
• Monitor team capacity and allocate responsibilities to ensure workloads are balanced effectively
• Foster a collaborative, service-oriented team culture focused on quality and continuous improvement

Client Service & Relationship Management:

• Maintain responsibility for a select group of client relationships
• Serve as a senior escalation point for complex client service needs
• Ensure clients receive responsive, accurate, and highly personalized service
• Partner closely with Wealth Advisors to anticipate client needs and ensure effective follow-through
• Maintain consistent service standards across the client service team

Operations & Process Improvement:

• Oversee daily client service workflows to ensure timely and accurate execution
• Establish and maintain best practices, standard operating procedures, and service standards
• Identify opportunities to improve processes, workflows, efficiency, and scalability
• Exercise sound judgment in resolving complex operational, client, and team-related matters
• Collaborate with operations, compliance, and technology teams to strengthen systems and workflows
• Ensure client service activities are completed in accordance with regulatory requirements and firm policies
• Partner with firm leadership to align client service operations with broader business priorities and growth

Qualifications:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• 5–8+ years of client service experience within wealth management or financial services
• 3+ years of leadership or management experience with demonstrated success coaching, mentoring, and developing team members
• Must have Fidelity and/or Schwab experience
• Strong understanding of wealth management client service operations, workflows, and custodial processes
• Proven ability to manage competing priorities and lead a team in a high-touch client environment
• Strong problem-solving, organizational, and decision-making skills
• Excellent written and verbal communication skills with a polished client-facing presence
• Experience with CRM systems; Salesforce experience preferred
• Proficiency with Microsoft Office Suite
• Series 65 or extensive relevant industry experience

What We’re Looking For:

The ideal candidate is an experienced wealth management professional who enjoys both leading people and staying connected to clients. This person sets a high standard for service, develops and holds team members accountable, and continually looks for ways to make the client service organization more efficient and scalable.

They will bring a combination of strong leadership skills, operational discipline, sound judgment, and the ability to build trusted relationships with clients, advisors, and internal team members.

Why Join?

• Competitive compensation structure
• 401(k) plan with employer match
• Employer Health Savings Account contribution
• Medical and vision insurance
• Continuing education and professional development support
• Collaborative environment with meaningful investment in employee growth and development