Client Services Leader: Elevate Client Experience & Ops

AON; United States; On-site; USD 130,000 - 175,000; Full time

Benefits offered by this job

401(k) plan with company match

Paid time off and holidays

Health and wellness benefits

Job summary

Wealthspire is seeking experienced client services professionals who will own the client relationship end to end. Your leadership will shape a team dedicated to excellence across service delivery while ensuring consistent, high-quality experiences for clients.

The ideal candidate will possess strong operational knowledge, exceptional people skills, and a track record of leading strategic initiatives. Wealthspire offers a competitive salary package, comprehensive benefits, and a supportive workplace culture.

Qualifications

• Minimum 10 years of experience in financial services.
• Minimum 5 years of experience in people management.
• Track record of leading strategic initiatives.

Responsibilities

• Own the client relationship end to end.
• Manage client services professionals and enforce service standards.
• Collaborate with advisors and cross-functional teams.

Skills

Client experience delivery

Team leadership

Operational knowledge of custodial platforms

Communication skills

Education

Bachelor's degree

Advanced degree

Tools

Salesforce

CRM systems

Job description

Wealthspire is seeking experienced client services professionals who will own the client relationship end to end. Your leadership will shape a team dedicated to excellence across service delivery while ensuring consistent, high-quality experiences for clients.

The ideal candidate will possess strong operational knowledge, exceptional people skills, and a track record of leading strategic initiatives. Wealthspire offers a competitive salary package, comprehensive benefits, and a supportive workplace culture.