Senior Client Service Lead, Wealth Management

Corient; Morristown (NJ); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) Plan with Employer Matching

Comprehensive medical plans

Dental, Vision & Life insurance

Short-term & Long-term Disability

Paid Maternity & Parental Leave

Flexible Spending Accounts

Dependent Care FSA

Commuter & Transit FSA

Perkspot Corporate Discount Program

Training Reimbursement

Paid Professional Designations

Volunteer days

Job summary

Corient in Morristown, NJ is seeking a seasoned Client Services Manager to lead a team of Client Service Associates, overseeing client relationships and operations across advisors and internal partners.

The role requires a bachelor’s degree and 5+ years in financial services with 3+ in leadership; you will drive process improvements, ensure quality delivery, and mentor staff while adhering to compliance standards.

Qualifications

• Bachelor’s degree required.
• Minimum 5 years in financial services with 3+ in a leadership role.
• Ability to lead and develop high-performing teams.
• Strong strategic thinking and cross-functional collaboration.
• Proficiency with Salesforce and Excel.

Responsibilities

• Lead and oversee a team of Client Service Associates.
• Oversee operational and administrative activities to support client relationships.
• Monitor status, progress, and quality of client activities.
• Ensure quality and accountability of team output.
• Manage workload distribution and performance metrics.
• Lead process improvements for consistency and efficiency.
• Coach and develop junior team members.
• Operate within client systems (e.g., Salesforce, Addepar).
• Adhere to firm policies, procedures, and regulatory guidelines.
• Pursue opportunities to improve client and business outcomes with leadership.

Skills

Team leadership

Strategic thinking

Client relationship

Communication

Cross-functional

Excel proficiency

Decision making

Education

Bachelor’s degree

Tools

Salesforce

Addepar

Job description

Corient in Morristown, NJ is seeking a seasoned Client Services Manager to lead a team of Client Service Associates, overseeing client relationships and operations across advisors and internal partners.

The role requires a bachelor’s degree and 5+ years in financial services with 3+ in leadership; you will drive process improvements, ensure quality delivery, and mentor staff while adhering to compliance standards.