Client Services Manager

Curran Recruiting; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Curran Recruiting is seeking a Client Service Manager or Senior Client Service Manager for a wealth management team. This highly client-facing role partners with advisors, operations, custodians, and internal teams to deliver responsive, accurate service.

The ideal candidate is organized, relationship-oriented, and a strong communicator, with a willingness to learn within wealth management. Hybrid role requiring 3 days in office.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of wealth management service experience preferred.
• Strong communication, presentation, and interpersonal skills.

Responsibilities

• Serve as primary point of contact for client questions and ongoing service needs.
• Onboard new clients through account setup, documentation, and procedures.
• Coordinate with internal teams to ensure seamless client transitions.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Client service

Education

Bachelor's degree in Business, Economics, Finance, or related field

Tools

Microsoft Office Suite

Salesforce

CRM systems

Orion

Job description

We are seeking a Client Service Manager or Senior Client Service Manager to join a growing wealth management team and play a key role in delivering an exceptional client experience.

This is a highly client-facing position that partners closely with advisors, operations, custodians, and internal teams to ensure clients receive responsive, accurate, and personalized service. The ideal candidate is organized, relationship-oriented, a strong communicator, and eager to continue learning within the wealth management industry. Hybrid Role 3 days in office

What You'll Do:

• Serve as a primary point of contact for client questions, requests, and ongoing service needs
• Guide new clients through onboarding, account setup, documentation, and procedures
• Coordinate with internal teams to ensure a seamless client transition
• Partner with advisors to schedule and coordinate regular client reviews
• Prepare and coordinate materials for client meetings, including financial plans, performance reports, and investment summaries
• Work with custodians, brokerage firms, and internal teams to process client transactions
• Coordinate paperwork related to account openings, transfers, withdrawals, beneficiary updates, and other account activities
• Maintain accurate client records and CRM information
• Ensure compliance with regulatory requirements and internal policies
• Collaborate with team members to provide accurate and timely reporting
• Build strong, lasting client relationships through proactive communication and follow-through

What We're Looking For:

• 5+ years of experience in wealth management service is preferred
• Strong understanding of financial planning principles, investment strategies, and relevant regulations
• Excellent communication, presentation, and interpersonal skills
• Strong organizational skills with the ability to manage multiple priorities
• Bachelor's degree in Business, Economics, Finance, or a related field preferred, or equivalent relevant experience
• Proficiency with Microsoft Office Suite
• Familiarity with Charles Schwab, Fidelity and/or Raymond James preferred
• Experience with Orion, Salesforce, or other financial technology preferred
• Ability to adapt to a changing business and technology environment
• Strong attention to confidentiality when handling sensitive client and financial information
• Willingness to travel up to 25%

Why This Opportunity?

This role offers the opportunity to work closely with advisors and clients while becoming an integral part of a wealth management team. The position is well suited for someone who enjoys relationship management, problem-solving, organization, and being a key resource for clients.