Client Services Manager

Arista Wealth Management; Las Vegas (NV); On-site; USD 85,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Performance bonus

Profit sharing

Health, dental, vision benefits

401(k) with match

Visibility with firm leadership

Job summary

A financial services firm in Las Vegas is seeking a Client Service Manager to ensure exceptional client experiences. This role requires overseeing the Client Service team and managing high-net-worth client relationships. Ideal candidates will have 5+ years of experience in client services, a strong grasp of financial processes, and demonstrated skills in team management and communication. Competitive salary and full benefits offered.

Qualifications

• 5+ years of client service or operations experience in a financial services firm.
• Experience managing a small team is strongly preferred.
• Advanced knowledge of custodian systems like Fidelity and Schwab.
• Must be based in Las Vegas and available to work on-site.

Responsibilities

• Oversee day-to-day operations of the Client Service team.
• Manage high-net-worth client relationships professionally.
• Handle complex service tasks such as transfers and distributions.
• Train and mentor Client Service Associates.
• Collaborate with advisors, planners, and operations to deliver a unified client experience.
• Partner with custodians to resolve escalated service issues and ensure accuracy.
• Maintain service dashboards and workflow reporting; drive process improvements.

Skills

Client relationship management

Organizational discipline

Attention to detail

Communication skills

Team management

Financial services

Tools

Redtail

Orion

Monday.com

Microsoft Office Suite

Job description

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📅 Experience Required: 5+ Years

At Arista Wealth Management, we manage more than $1.3 billion in assets for professionals, families, and business owners. Every client interaction matters, and every detail counts. We’re seeking a Client Service Manager who can lead by example—balancing strategic oversight with day-to-day service execution to ensure every client experience is seamless, timely, and exceptional.

This role is ideal for someone who enjoys both managing people and processes while staying directly engaged with client relationships and complex service needs. You’ll mentor a talented service team, coordinate with advisors and custodians, and act as the central hub ensuring accuracy, accountability, and excellence across the client experience.

🔹 Why Join Arista Wealth?

• Competitive base salary + performance bonus + profit sharing + cash balance plan
• Full benefits: health, dental, vision, 401(k) with match
• Direct visibility with firm leadership and opportunity for advancement
• Lead a collaborative, high-performing service team in a growing $1.3B+ RIA
• Influence process design and help shape the client experience model
• A culture that rewards discipline, teamwork, and long-term thinking

🔹 What You’ll Do

• Oversee day-to-day operations of the Client Service team and ensure timely completion of all service tasks
• Manage high-net-worth client relationships with professionalism, responsiveness, and care
• Handle complex service work including transfers, distributions, trust changes, and entity account maintenance
• Train, mentor, and support Client Service Associates to enhance skillsets and consistency
• Collaborate with advisors, planners, and operations to deliver a unified client experience
• Partner with custodians (Fidelity and Schwab) to resolve escalated service issues
• Maintain task systems, service dashboards, and workflow reporting
• Drive continuous improvement across client service processes and documentation standards
• 5+ years of client service or operations experience in an RIA or financial services firm
• Prior experience managing or mentoring a small team strongly preferred
• Advanced knowledge of custodian systems (Fidelity, Schwab, etc.)
• Strong relationship management and communication skills
• Excellent organizational discipline and attention to detail under deadlines
• Experience with Redtail, Orion, Monday.com, and Microsoft Office Suite
• Must be based in Las Vegas and available to work on-site (non-negotiable)

📩 This is for those who can lead with precision, build trust through consistency, and bring order to complexity. Apply now on LinkedIn to connect!