Client Services Manager — Wealth & Trusts

The Bronx; Walnut Creek (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Reimbursement toward medical insurance

Fully paid dental

Vision

Life insurance

6% dollar-for-dollar 401(k) match

Job summary

Scion Staffing is partnering with a Walnut Creek, CA firm to hire a Client Services Manager who will manage a portfolio of client accounts and coordinate between clients, internal staff, and external partners.

The role emphasizes attention to detail, sound judgment, and the ability to handle confidential financial information with care. Requires 7+ years in financial services and a Bachelor’s degree.

Qualifications

• 7+ years in financial services, ideally trusts/estates or fiduciary services.
• Bachelor’s degree from an accredited college or university.
• Experience in regulated environments with compliance, confidentiality, and documentation.
• Professional financial services credentials are preferred; interest in fiduciary licensing is welcomed.
• Proficiency with Word/Excel and Google Workspace; quick learning of new systems.

Responsibilities

• Oversee administrative needs of an assigned group of clients and maintain current records.
• Coordinate setup of new accounts, gather docs, track assets and onboarding needs.
• Maintain financial and tax records, ensure documentation is organized.
• Coordinate with leadership and outside professionals to move items forward.
• Build professional relationships with clients, attorneys, and external partners while protecting confidentiality.
• Support client outreach and relationship development, including inquiries and marketing support.

Skills

Client relationship management

Attention to detail

Confidentiality handling

Strong communication

Time management

Education

Bachelor’s degree

Tools

Microsoft Word

Excel

Google Workspace

Job description

Scion Staffing is partnering with a Walnut Creek, CA firm to hire a Client Services Manager who will manage a portfolio of client accounts and coordinate between clients, internal staff, and external partners.

The role emphasizes attention to detail, sound judgment, and the ability to handle confidential financial information with care. Requires 7+ years in financial services and a Bachelor’s degree.