Client Services Manager: Operations & High-Touch Support

Chapel Hill Solutions; North Carolina; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health Insurance

Paid Time Off

401(k)

Flexible Spending Account

Performance-based incentives

Job summary

A financial services firm in Chapel Hill, NC is seeking a Client Services Manager to ensure high-quality service for high-net-worth clients. The candidate should possess over 5 years of experience in an operations role within the finance, education, or healthcare sectors. Responsibilities include client relations, account maintenance, and managing office operations, with a focus on supporting a collaborative team environment. Competitive perks include health insurance and professional growth opportunities.

Qualifications

• 5+ years of experience in an operations role in finance, education, or healthcare.
• A polished demeanor and ability to represent the firm confidently.
• Strong understanding of investment management vocabulary.

Responsibilities

• Act as primary liaison for high-net-worth clients.
• Coordinate client onboarding documents with professionalism.
• Manage account maintenance tasks and office operations.

Skills

Client relation management

Strong operational background

High emotional intelligence

Proficiency with CRM platforms

Understanding of financial products

Education

Bachelor's Degree

Tools

DocuSign

Wealthbox CRM

Addepar

Job description

A financial services firm in Chapel Hill, NC is seeking a Client Services Manager to ensure high-quality service for high-net-worth clients. The candidate should possess over 5 years of experience in an operations role within the finance, education, or healthcare sectors. Responsibilities include client relations, account maintenance, and managing office operations, with a focus on supporting a collaborative team environment. Competitive perks include health insurance and professional growth opportunities.