Client Services Manager

Scion Staffing, Inc.; Walnut Creek (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical insurance reimbursement

Fully paid Dental, Vision & Life

401(k) with 6% company match

Job summary

Scion Staffing, Inc. is seeking an experienced Client Services Manager in Walnut Creek, CA to oversee a portfolio of client accounts and coordinate between clients, internal staff, and external professionals.

The role emphasizes handling confidential financial information with care and maintaining organized administrative processes. Ideal candidates have extensive financial services background, a bachelor’s degree, and strong attention to detail.

Qualifications

• 7+ years of professional experience in financial services.
• Bachelor's degree from an accredited college or university.
• Experience in a regulated environment emphasizing compliance, documentation, and confidentiality.
• Professional financial services credentials are preferred; interest in fiduciary licensing or development welcomed.
• Strong technology skills with Word, Excel, and Google Workspace; quick system learning.

Responsibilities

• Oversee ongoing administrative needs for an assigned group of clients and maintain complete records.
• Coordinate setup of new accounts, gather documentation, track assets, and manage onboarding needs.
• Maintain financial and tax-related records; ensure documentation is organized and accessible.
• Coordinate with leadership and external professionals to handle client requests and keep account activities moving forward.
• Build professional relationships with clients, attorneys, and external partners while maintaining confidentiality.
• Support client outreach and relationship development, including inquiries and marketing support.

Skills

Financial services experience

Regulatory compliance

Attention to detail

Client service skills

Communication skills

Education

Bachelor's degree

Tools

Microsoft Word

Excel

Google Workspace

Job description

Scion Staffing is excited to partner with an established professional services firm in Walnut Creek, CA, to identify an experienced Client Services Manager. This position is ideal for a seasoned financial services professional who enjoys building trusted client relationships, managing detailed account information, and keeping complex administrative processes organized and moving forward.

Working closely with senior team members, the Client Services Manager will help oversee a portfolio of client accounts and serve as an important point of coordination between clients, internal staff, and outside professional partners. Success in this role requires exceptional attention to detail, sound judgment, strong follow-through, and the ability to handle confidential financial and personal information with care.

Responsibilities

• Oversee the ongoing administrative needs of an assigned group of clients, ensuring account information, documentation, and records remain complete and current.
• Coordinate the setup of new accounts, including gathering documentation, tracking assets, organizing account information, and facilitating other onboarding needs.
• Maintain financial and tax-related records throughout the year and ensure necessary documentation is organized and available when needed.
• Work closely with internal leadership and outside professionals to coordinate client requests, resolve outstanding items, and keep account activities moving forward.
• Build responsive, professional relationships with clients, attorneys, financial professionals, and other external partners while maintaining appropriate confidentiality.
• Contribute to client outreach and relationship-development activities, including responding to inquiries, providing information to prospective clients and professional contacts, and supporting general marketing efforts.

Qualifications

• At least 7 years of professional experience within financial services, ideally involving trusts and estates, wealth management, fiduciary services, or a related area.
• Bachelor's degree from an accredited college or university.
• Experience working in a regulated environment with an understanding of the importance of compliance, accuracy, documentation, and confidentiality.
• Professional financial services credentials are preferred; an interest in pursuing additional fiduciary-related licensing or professional development is welcomed.
• Strong technology skills, including proficiency with Microsoft Word and Excel and Google Workspace, with the ability to quickly learn new systems.
• Excellent organizational, communication, and client service skills with a demonstrated ability to take ownership, prioritize competing needs, and follow projects through to completion.

This position offers a salary of $100,000-$110,000 annually, depending on experience. The organization also provides a strong benefits package that includes reimbursement toward medical insurance premiums, fully paid dental, vision, and life insurance, and a 6% dollar-for-dollar 401(k) match.

About Our Firm

Scion Staffing is a national award-winning staffing firm! Since 2006, we have had the pleasure of successfully placing thousands of talented professionals with amazing career opportunities. Through our innovative team-building and recruiting solutions, we bridge the gap in executive leadership searches, direct hire recruiting, interim leadership placement, and temporary professional staffing. Our track record and recruitment process have made us one of the top recruitment firms in the nation.

We are proud to be part of the Forbes lists of the Best Recruitment Firms and the Best Executive Search Firms in America. Additionally, Scion has been recognized as a ClearlyRated Best of Staffing firm as well as a top recruitment firm by The Business Times.

Scion Staffing, Inc. is an equal opportunity employer and service provider and does not discriminate on the basis of race, religion, gender, gender identity, national origin, citizenship status, sexual orientation, disability, political affiliation or belief, or any other protected class. We are committed to the principles of Equal Opportunity Employment and are dedicated to making employment decisions based on merit and value, for ourselves, our client companies, and for the candidates we represent. For opportunities located in a region that have enacted fair chance, arrest or conviction-based employment ordinances, Scion Staffing proactively follows the enacted guidance and considers for employment all qualified applications with arrest and conviction records. We believe in following best practices and considering all qualified applicants that apply with us.