Lead Client Services Manager, Private Wealth

Ab; Columbus (OH); On-site; USD 108,000 - 132,000; Full time

Benefits offered by this job

Competitive compensation

Job summary

Bernstein Private Wealth Management seeks a manager of customer services to join its wealth management office in San Francisco. The role oversees client service capabilities and supports Advisors and teams to maintain excellent service delivery.

Responsibilities include recruiting and developing teams, aligning with portfolio management, legal, and operations, and ensuring risk controls and due diligence. The ideal candidate has a Bachelor's degree, 3+ years of managerial experience, and will

Qualifications

• Bachelor's degree required.
• Series 7 license required.
• 3+ years of managerial experience.
• Familiarity with the wealth management business.
• Plan to obtain Series 9 and 10 within six months.

Responsibilities

• Recruit, develop and manage teams supporting Advisors and clients.
• Lead culture through hands‑on engagement in investments and career development.
• Collaborate with directors and Advisors to ensure business continuity and service excellence.
• Implement branch strategies and collaborate with other units to drive client outcomes.
• Serve as resource for service inquiries and exceptions.
• Oversee risk via due diligence and effective communication.
• Review and approve transactions and exceptions.
• Oversee support distribution and headcount.

Skills

Interpersonal skills

Communication

Leadership

Independent work

Team collaboration

Education

Bachelor's degree

Series 7 license

Job description

Bernstein Private Wealth Management seeks a manager of customer services to join its wealth management office in San Francisco. The role oversees client service capabilities and supports Advisors and teams to maintain excellent service delivery.

Responsibilities include recruiting and developing teams, aligning with portfolio management, legal, and operations, and ensuring risk controls and due diligence. The ideal candidate has a Bachelor's degree, 3+ years of managerial experience, and will