Remote Client Service Leader - Wealth Management Ops

The Well; United States; Remote; USD 81,000 - 99,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

Life and disability insurance

401(k) retirement plan

Paid time off and holidays

Professional development opportunities

Job summary

The Well is seeking a Client Service Manager for its wealth management practice. This fully remote, full-time role reports to the Director of Operations and leads client service and branch operations, overseeing complex processes and ensuring high-touch service.

You will mentor staff, streamline workflows, and collaborate with advisors to anticipate client needs. The ideal candidate has 5+ years in wealth management service, RIAs or broker-dealers, and solid regulatory knowledge.

Qualifications

• 5+ years of client service or operations experience in wealth management or financial services.
• Experience serving RIAs or broker-dealers.
• Strong knowledge of account opening, transfers and asset movement.
• Familiarity with SEC or FINRA regulations.
• Proficiency with financial systems and CRM platforms.
• Experience with portfolio reporting tools and financial planning software.
• Bachelor’s degree in business, finance, or related field, or equivalent experience.

Responsibilities

• Lead branch-level client service operations and ensure accurate processing.
• Escalation point for complex inquiries with timely resolutions.
• Maintain records and reports on branch activity and metrics.
• Coordinate account openings, transfers, and asset movement with advisors.
• Ensure compliance with firm policies and regulatory requirements.
• Mentor junior Client Service Managers and improve processes.

Skills

Client service leadership

Regulatory awareness

Financial account knowledge

CRM proficiency

Communication skills

Education

Bachelor's degree in business/finance or related field

Tools

CRM platforms

Portfolio reporting tools

Financial planning software

Job description

The Well is seeking a Client Service Manager for its wealth management practice. This fully remote, full-time role reports to the Director of Operations and leads client service and branch operations, overseeing complex processes and ensuring high-touch service.

You will mentor staff, streamline workflows, and collaborate with advisors to anticipate client needs. The ideal candidate has 5+ years in wealth management service, RIAs or broker-dealers, and solid regulatory knowledge.