HNW Client Services Manager – Onboarding & Relations

Wealth Enhancement; Los Angeles (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, dental, vision coverage

401k with match

PTO and paid holidays

Job summary

Wealth Enhancement in Oakwood, CA is seeking a Client Service Manager on-site to onboard and service high-net-worth clients. You will open new client accounts across SF, Orion, and custodial platforms, ensuring data accuracy and clear lines of communication between clients, advisors, and operations.

You will manage client relationships, prepare review packets, and support regular performance discussions while maintaining regulatory compliance.

Qualifications

• Bachelor’s degree or equivalent required; demonstrated client service experience.
• 2+ years in Wealth Management – Client Servicing.
• Strong written and verbal communication with clients and team.
• Proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
• Experience with Salesforce, Orion, Fidelity, or Schwab is a plus.

Responsibilities

• Lead client onboarding and opening new accounts across platforms.
• Serve as primary contact between clients, advisors and custodians.
• Coordinate with teams to ensure data accuracy and timely updates.
• Prepare client review packets and schedule performance discussions.
• Ensure regulatory compliance and accurate client records.

Skills

Strong communication skills

Client-focused

Teamwork

Attention to detail

Education

Bachelor’s degree or equivalent

2+ years Wealth Management – Client Servicing

Tools

Salesforce

Orion

Fidelity

Schwab

Job description

Wealth Enhancement in Oakwood, CA is seeking a Client Service Manager on-site to onboard and service high-net-worth clients. You will open new client accounts across SF, Orion, and custodial platforms, ensuring data accuracy and clear lines of communication between clients, advisors, and operations.

You will manage client relationships, prepare review packets, and support regular performance discussions while maintaining regulatory compliance.