Onsite Wealth Client Services Lead

TravelCenters of America; Los Angeles (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Medical, Dental & Vision

Life/AD&D insurance

401k with match

PTO & Holidays

Job summary

Wealth Enhancement in Oakwood, CA seeks a Client Service Manager to onboard and service high-net-worth clients. You will coordinate new accounts across platforms, act as primary contact among clients, advisors and operations, and ensure data accuracy and regulatory compliance.

This on-site role offers a base salary of $100,000 to $110,000, plus an annual team bonus, with comprehensive benefits and strong opportunities for career growth within our collaborative, client-focused environment.

Qualifications

• Bachelor’s degree or equivalent required.
• 2+ years of industry experience in Wealth Management – Client Servicing.
• Strong written and verbal communication skills.
• Proficiency with Microsoft Office Suite (Outlook, Word, PowerPoint, Excel).
• Experience with Salesforce, Orion, Fidelity, or Schwab is a plus.
• Ability to meet deadlines, remain flexible under pressure and prioritize work.
• Ability to streamline workflows, enhance client experience, and ensure regulatory compliance.
• Accuracy in handling transactions and account opening; mentor others on knowledge.
• Proven success managing client relationships with High-Net-Worth clients.

Responsibilities

• Onboard and service high-net-worth clients, acting as main contact among client, advisor, and operations.
• Manage client relationships and respond to inquiries to ensure service excellence.
• Prepare and follow up on client reviews, updating Salesforce with advisor notes.

Skills

Client relationship management

Communication

Regulatory compliance

Attention to detail

Team collaboration

Education

Bachelor’s degree or equivalent

2+ years wealth management experience

Tools

Salesforce

Orion

Fidelity

Schwab

Job description

Wealth Enhancement in Oakwood, CA seeks a Client Service Manager to onboard and service high-net-worth clients. You will coordinate new accounts across platforms, act as primary contact among clients, advisors and operations, and ensure data accuracy and regulatory compliance.

This on-site role offers a base salary of $100,000 to $110,000, plus an annual team bonus, with comprehensive benefits and strong opportunities for career growth within our collaborative, client-focused environment.