Client Services & Operations Manager

Alliance Resource Group; Westlake Village (CA); On-site; USD 85,000 - 110,000; Full time

Job summary

Alliance Resource Group client, a boutique wealth management and financial planning firm in Westlake Village, is seeking a Client Services & Operations Manager to support its growing client base and day-to-day operations.

The role focuses on delivering high-touch client service, managing onboarding and ongoing account maintenance, and coordinating distributions, deposits, and beneficiary changes while supporting portfolio operations and billing processes through Orion.

Qualifications

• Experience in wealth management or financial services is required.
• Demonstrates discretion with confidential financial information.
• Experience with onboarding, client requests, and account maintenance.

Responsibilities

• Serve as the primary client contact, delivering responsive, high-touch service.
• Lead onboarding, account openings, transfers, funding, and ongoing maintenance.
• Coordinate client requests for distributions, deposits, beneficiary changes, and updates.
• Support portfolio operations including reconciliations, cash management, transfers, and trade admin.
• Oversee firm procedures and quarterly billing cycles, using Orion.

Skills

Wealth management experience

Client service excellence

Onboarding & client onboarding

Operational coordination

Tools

Orion

Job description

Our client, a well-established, boutique wealth management and financial planning firm in Westlake Village, is looking to add a Client Services & Operations Manager to support its growing client base and day-to-day operations.

Key Responsibilities

• Serve as a primary point of contact for clients, providing responsive, high-touch service and ensuring an excellent overall client experience.
• Manage new client onboarding, including account opening, transfers, paperwork, funding and ongoing account maintenance.
• Coordinate client requests related to distributions, deposits, beneficiary changes, account updates and other service needs.
• Assist with portfolio-related operational activity, including account reconciliation, cash management, transfers and trade-related administration.
• Oversee firm policies, procedures, and quarterly billing cycles directly through Orion.

Requirements

• Minimum of 2-3+ years of experience in wealth management, financial services, registered investment advisory, or a similar client-service environment
• Strong judgment and discretion when handling confidential financial and personal information.