Client Service Manager: Lead & Elevate a High-Impact Team

Composition Wealth; Seattle (WA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation structure

401(k) Plan with Employer matching

Employer health savings account

Medical & vision insurance

Continuing education support

Job summary

Composition Wealth, LLC in Seattle, WA is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring exceptional service for a select book of clients. The role blends people management, operational oversight, client service, and process improvement.

You will mentor staff, oversee workflows, and partner with Wealth Advisors to align service with client expectations and firm strategy, while maintaining compliance and driving efficiency.

Qualifications

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

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 completion of client service tasks.
• Serve as senior escalation point for complex client needs with a smaller subset of client relationships.
• 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 increase efficiency and scalability.
• Ensure compliance with regulatory requirements and firm policies in all activities.
• Collaborate with operations, compliance, and technology to improve systems and workflows.

Skills

Team leadership

Client service

Process improvement

Strategic partnership

Regulatory compliance

CRM systems (Salesforce)

Communication

Education

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

Tools

Salesforce

Microsoft Office

Job description

Composition Wealth, LLC in Seattle, WA is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring exceptional service for a select book of clients. The role blends people management, operational oversight, client service, and process improvement.

You will mentor staff, oversee workflows, and partner with Wealth Advisors to align service with client expectations and firm strategy, while maintaining compliance and driving efficiency.