Linscomb Wealth - Client Service Associate Manager

0430 Linscomb Wealth, Inc.; United States; Hybrid; USD 90,000 - 150,000; Full time

Job summary

Huntington is seeking a seasoned Client Service leader to guide and develop the team delivering premier service to our Wealth Advisory clients. You will align onboarding, account servicing, and CRM workflows with operations and wealth planning, while driving process improvements.

The role emphasizes collaboration across departments, coaching staff, and maintaining high standards of accuracy. A hybrid workplace supports in-office and remote work arrangements.

Qualifications

• Bachelor’s degree in business/finance or related field is required.
• 10+ years of experience in client service, with leadership experience preferred.
• Experience with Fidelity and Schwab custodial platforms is advantageous.
• Proficiency with Microsoft 365 and CRM platforms is required.

Responsibilities

• Lead and develop the Client Service team, defining policies and best practices.
• Ensure strong communication between Client Service and Operations and Wealth Advisory.
• Oversee onboarding and new accounts processes with quality controls.
• Coach and review team performance and personal development.

Skills

Leadership abilities

Excellent communication

Organizational skills

Attention to detail

Team collaboration

CRM experience

Portfolio accounting familiarity

Education

Bachelor’s degree in business/finance or related field

Tools

Microsoft 365

CRM systems

Portfolio Accounting System

Document Management software

Job description

Client Responsibilities

• Works with clients to open and/or service portfolio accounts per request of Wealth Advisor
• Attend meetings with clients as needed

Team Responsibilities

• Develop and refine practice standards for the area of Client Service, working with the team to create and define policies, procedures and best practices
• Work closely with our third-party custodial service teams to ensure engagement and service standards remain highly effective and efficient
• Design Client Service team career path, working to train and recruit team members to ensure the team has a strong veteran presence, depth, succession and sufficient back-up
• Provide routine updates during Advisor Team Meetings and firm staff meetings on matters related to Client Service
• Work to ensure there is strong communication between Client Service and all other departments, particularly, Operations and Wealth Advisory
• Complete performance reviews and work with Client Service team members on personal development, training, goals, etc.
• Develop a system of quality controls and review for Client Service, particularly for the onboarding and new accounts process
• Work closely with internal teams to continue ongoing digital transformation

Firm Responsibilities

• Understand and support the firm’s vision, mission, and strategy
• Identify department goals, priorities and timelines, working in conjunction with firm goals and long-run, strategic plan
• Ensure a strong team culture, high degree of communication, collegiality, excellent service and execution
• Stays apprised of LW firm policies, CS team practice standards, financial markets, and other related developments that impact LW and its clients
• Comply with all the firm’s HR and Compliance policies

Degrees and Designations

• Bachelor’s degree (B.A. or B.S.) from a four‐year college or university, prefer ably with a degree in business, finance or a related field
• No certificates or licenses required

Experience Requirement

• 10+ years of experience in the area of Client Service
• Prior leadership/management experience preferrable
• Prior experience with Fidelity, Schwab custodial platforms
• Proficient with Microsoft 365 (Word, Excel, Outlook, PowerPoint)
• Experience with CRM and Portfolio Accounting System, and Document Management software is a plus

Skills Required

• Superior organizational and time management skills and ability to multitask under pressure
• Strong attention to detail, accurate compilation of information, while adhering to internal deadlines
• Excellent interpersonal communication skills, both verbal and written
• Proactive, strong work ethic and stable work history
• Professional appearance and demeanor
• Ability to work well in a team environment
• High attention to detail and timely follow-through

Supervisory Responsibilities

Manages the Client Service Team Is responsible for the overall direction, coordination, and evaluation of these employees Carries out supervisory responsibilities in accordance with the organization's policies and applicable laws Responsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems

Exempt Status

Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) Yes

Workplace Type

Workplace Type: Office

Our Approach to Office Workplace Type

Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.

Equal Opportunity

Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details.

About Huntington

Welcome to Huntington! At Huntington, we look out for people. From reinventing banking with game-changing innovations to building an internal culture that creates lifelong bonds, together, we can make people’s lives better. And amazing things happen when we look out for each other. We prove it every day. Whether it’s helping a colleague or collaborating on a new tool that will revolutionize the way we save money, our actions can have a huge impact. Our colleagues look out for people with a Can-Do Attitude, Service Heart and Forward Thinking. Those are our values—simple but powerful. Each of them pushes us do the right thing, to do right by people. Because people are what matter. If that sounds like you, we hope you’ll apply to join our team. If you’d like to learn more about how Huntington looks out for people, visit https://www.huntington.com/lookingout

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Reasonable Accommodations

Reasonable Accommodations Various methods will be used throughout the recruitment process to verify candidate authenticity. Any interviews conducted virtually must be joined from a distraction-free environment, with the candidate on camera and without the use of virtual backgrounds.

Disclaimer

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