Client Services Manager

Financial Planner Recruiting, LLC; Pittsburgh (Allegheny County); On-site; USD 75,000 - 85,000; Full time

Job summary

A leading independent financial planning and wealth management firm in Pittsburgh seeks a Client Services Supervisor. The role entails overseeing the Client Services team, enhancing client experiences, and implementing process improvements. The ideal candidate should possess strong leadership skills along with a Bachelor's degree and extensive experience in client services.

Benefits

100% employer-paid health insurance

401(k) with employer matching

Generous PTO; Unlimited paid time off after the first year

Firm-sponsored professional development

Qualifications

• Minimum of 6 years client-facing experience in the financial industry.
• At least 3 years in a supervisory or managerial role.
• Exceptional communication and problem-solving skills.

Responsibilities

• Oversee the Client Services team and drive process improvements.
• Manage work schedules and provide feedback to team members.
• Ensure exceptional client experience and compliance initiatives.

Skills

Leadership

Client Service Processes

Communication

Problem Solving

Organization

Education

Bachelor's degree

Job description

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Our client is a leading independent financial planning and wealth management firm. They are seeking a Client Services Supervisor to join their dynamic team.

Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, our client provides career development opportunities, leadership training, and a comprehensive benefits package, all within a culture that values innovation, trust, and professional growth.

About the Role

As a Client Services Supervisor, you will oversee the Client Services team, drive process improvements, and ensure an exceptional client experience. This role combines hands-on client service responsibilities, leadership, and strategic collaboration with upper management to enhance department performance.

Key Responsibilities

• Perform all key responsibilities of a Client Services Specialist which includes but is not limited to new account openings, client account management, account contributions and distributions, and processing onboarding, death claims, and other special life events.
• Develop and implement individualized onboarding and training plans for team members.
• Supervise and manage work schedules for the Client Services Department.
• Provide regular feedback, set goals, and participate in performance evaluations.
• Lead weekly team meetings and conduct one-on-one check-ins with direct reports.
• Oversee client service projects, process improvements, and compliance initiatives.
• Refine and optimize service workflows to enhance client experience.
• Act as a liaison between Client Services and upper management, preparing reports on team performance and department updates.
• Ensure confidentiality and uphold the highest standards of integrity in handling client information.

What Were Looking For

Education & Experience:

• Bachelor's degree or equivalent experience.
• Minimum 6 years of client-facing experience in the financial industry.
• At least 3 years of leadership experience in a supervisory or managerial role.
• Strong leadership, motivation, and team-building abilities.
• Expertise in client service processes, compliance, and financial operations.
• Proven ability to train, mentor, and develop team members, with flexibility in teaching styles.
• Exceptional communication, organization, and problem-solving skills.
• Adaptability and ability to delegate effectively in a fast-paced environment.
• Experience with DiSC communication styles and emotional intelligence is a plus.

Certifications (or willingness to obtain on the job):

• SIE/Series 6/Series 63 or equivalent securities licenses
• Completion of in-house Supervisor Education Program

Benefits and Compensation:

100% employer-paid health insurance (UPMC EPO Option 9)

401(k) with employer matching (100% match on first 3%, 50% match on next 2%)

Firm-sponsored professional development (certifications & continuing education)

Generous PTO; Unlimited paid time off after the first year

Fully covered parking for employees in the office 3+ days per week

Quarterly team meetings, retreats, and leadership training

Base salary (starting between $75k-$85k+, commensurate with experience) plus bonus role

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, Management, and Finance

• Industries

  Staffing and Recruiting and Financial Services

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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