Client Services & Operations Lead — Remote

TCWGlobal; New York (NY); On-site; USD 70,000 - 90,000; Full time

Job summary

TCWGlobal is seeking a highly organized Client Service & Operations Manager to lead day-to-day firm operations in a remote U.S. setting. You will streamline workflows, support client service delivery, and manage vendor relationships while aligning with fiduciary standards.

The role balances hands-on execution with strategic operational support, requiring wealth-management experience, strong service discipline, and the ability to balance multiple priorities in a fast-paced environment.

Qualifications

• 5 years of experience in a financial advisory, wealth management, RIA, or financial services environment
• Experience in client service, operations, office management, or team leadership
• Strong understanding of advisory firm operations, client service workflows, and administrative processes
• Ability to manage multiple priorities in a fast-paced, client-focused environment

Responsibilities

• Oversee daily operational functions across the firm
• Maintain and improve workflows, procedures, and service processes
• Ensure accuracy and consistency in client onboarding, account servicing, and administrative tasks
• Document and update internal procedures
• Identify process improvements that increase efficiency and scalability
• Coordinate with custodians, vendors, and technology providers
• Help ensure the firm’s infrastructure can support future growth
• Help leadership prioritize daily, weekly, and long-term activities

Skills

Client service experience

Operations leadership

Wealth management experience

Multi-tasking

Education

Bachelor’s degree in business, finance, management, or a related field

Tools

Redtail CRM

Wealthbox

Salesforce

Orion

Tamarac

Black Diamond

Advyzon

eMoney

MoneyGuidePro

RightCapital

Schwab

Fidelity

Pershing

Job description

TCWGlobal is seeking a highly organized Client Service & Operations Manager to lead day-to-day firm operations in a remote U.S. setting. You will streamline workflows, support client service delivery, and manage vendor relationships while aligning with fiduciary standards.

The role balances hands-on execution with strategic operational support, requiring wealth-management experience, strong service discipline, and the ability to balance multiple priorities in a fast-paced environment.