Client Service Manager

Hanover; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

Hanover in New York hires a Client Service Manager to lead the service experience for high-net-worth clients in Midtown Manhattan, partnering with Wealth Managers to scale a coordinated, client-first model. This is a leadership role within a fast-growing private wealth platform backed by a major financial institution.

The ideal candidate has at least five years in financial services serving HNW clients, a strong grasp of regulatory and compliance issues, Series 7/66 and Series 9/10 or 24

Qualifications

• 5+ years in financial services serving high-net-worth individuals and families.
• BS/BA degree in business, finance, or a related field, or equivalent experience.
• Series 7 and 66 licenses required.
• Series 9/10 or 24 licenses required.
• Experience with platform implementation preferred.
• Excellent communication and interpersonal skills.
• Proven self-starter with the ability to think and work autonomously.
• Ability to collaborate with internal partners.
• Excellent written and verbal skills with careful attention to detail.
• Proficient in Microsoft Office applications with an intermediate to expert skill level in Excel and PowerPoint.

Responsibilities

• Hire, train, manage, and lead a Client Service team to ensure an exceptional client experience.
• Develop and implement new career path roles within Client Service.
• Partner with Wealth Managers to understand business and pipeline; optimize support models.
• Identify and mitigate enterprise risk; improve operating efficiencies and harmonize workflows.
• Assist with onboarding and integration of new advisor teams.
• Handle day-to-day questions and escalate sensitive issues (client complaints, fraud, KYC).

Skills

Leadership

Communication

Autonomy

Collaboration

Attention to detail

Education

BS/BA in business/finance or related field

Tools

Excel

PowerPoint

Job description

Location - New York, NY (Midtown Manhattan)

In office 4 days per week

Overview

We’re working with a fast-growing private wealth business backed by one of the largest financial institutions in the country.

The platform serves high- and ultra-high-net-worth clients through a coordinated team model across advice, investments, lending, trust and estate, and tax. As the business continues to add advisors and expand its office footprint, the client service function is becoming an increasingly important part of the build-out.

This is a leadership role in the New York market, working closely with Wealth Managers and senior leadership to help shape the service model, support advisor teams, and ensure clients receive a consistent, high-quality experience as the business scales.

Role Summary

The Client Service Manager leads the service experience in the New York market, working hand in hand with Wealth Managers to keep the integrated, client-first model running as the business scales. This is a central seat in one of the fastest-growing wealth platforms in the country.

The right person brings at least five years in financial services serving high-net-worth individuals and families, an advanced grasp of the regulatory and compliance landscape, and the judgment to handle sensitive, high-stakes matters with discretion every day. It suits someone who does their best work in a fast-moving environment and wants real ownership over how the function takes shape.

Responsibilities

• Hire, train, manage, and lead a highly effective Client Service team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid- and year-end reviews)
• Develop and implement new career path roles and opportunities within Client Service
• Partner with Wealth Managers to understand their business and pipeline to help optimize best practices and implement appropriate support models
• Identify, elevate, and provide solutions to mitigate and manage enterprise risk, improve operating efficiencies, and harmonize workflows and expectations across the firm
• Assist with the onboarding and integration of new advisor teams
• Handle day-to-day questions and manage the escalation of sensitive and timely issues (client complaints, fraud, KYC red flags)

Qualifications Required

• 5+ years of related experience
• BS/BA degree in business, finance, or a related field, or equivalent experience
• Series 7 and 66 licenses required
• Series 9/10 or 24 required
• Experience with platform implementation preferred
• Excellent communication and interpersonal skills
• Proven self-starter with the ability to think and work autonomously
• Ability to collaborate with internal partners
• Excellent written and verbal skills with careful attention to detail
• Proficient in Microsoft Office applications with an intermediate to expert skill level in Excel and PowerPoint