Senior Client Service Manager

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

Client Service Manager - Wealth Management Firm

Location: Remote (United States); Work Environment: Remote, Full-time (Non-exempt); Reports To: Director of Operations.

Role Summary

We’re hiring a Client Service Manager on behalf of our client - a growing wealth management firm with a client service team. The Client Service Manager will play a critical role in leading client service and operations for an assigned branch. Reporting to the Director of Operations, this experienced professional will oversee branch-level service delivery, manage complex administrative processes, and serve as the go-to escalation point when client requests or operational issues need an expert touch. Beyond day-to-day execution, this role shapes how service gets done. The Client Service Manager will guide and develop junior team members, keep workflows efficient and compliant, and help bring new tools and better processes to life. The ideal candidate is a seasoned, service-first operator with deep RIA or broker-dealer experience who enjoys mentoring others and raising the bar for the entire team.

Core Responsibilities

Branch Service Leadership

• Lead and oversee branch-level client service operations, ensuring all client requests and account transactions are processed accurately and efficiently
• Serve as the escalation point for complex client inquiries and operational issues, delivering timely, professional resolutions
• Maintain accurate records and reports on branch operational activity, including service metrics and escalated matters

Operations and Compliance

• Coordinate with advisors, operations, and internal teams to support account openings, transfers, asset movement, and documentation management
• Monitor branch service workflows to ensure compliance with firm policies, industry regulations, and operational best practices
• Protect client confidentiality and uphold regulatory requirements across all service activities

Team Development and Continuous Improvement

• Provide guidance, training, and potential supervision to junior Client Service Managers
• Foster a culture of service excellence, accountability, and teamwork within the branch
• Identify opportunities to improve client service processes and help implement new tools and procedures
• Partner with advisors to anticipate client needs and deliver a proactive, high-touch experience

Candidate Profile

Must-Haves

• 5+ years of experience in client service or operations within wealth management or financial services
• Prior experience handling client service for registered investment advisors (RIAs) or broker-dealers
• Strong knowledge of financial account processes, including account opening, transfers, and asset movement
• Exposure to regulatory requirements within wealth management, such as SEC or FINRA guidelines
• Proficiency with relevant financial systems and CRM platforms
• Familiarity with portfolio reporting tools and financial planning software
• Bachelor’s degree in business, finance, or a related field, or equivalent work experience

Traits That Thrive Here

• Exceptional client service orientation with a proactive, problem-solving mindset
• Collaborative team player who enjoys mentoring and supporting others
• Highly organized, with strong time management and the ability to juggle multiple priorities
• Clear, professional communicator in both written and verbal settings
• High attention to detail and a genuine commitment to accuracy

Compensation And Benefits

• Competitive compensation of $90000k, depending on experience
• Non-exempt role, eligible for overtime pay
• Medical, dental, and vision insurance
• Life and disability insurance
• Employee Assistance Program (EAP)
• 401(k) retirement plan
• Paid time off and paid company holidays
• Professional development, technology, and tools to support your success
• Career growth and leadership exposure

Benefit eligibility and specific plan terms are governed by applicable company policies and plan documents.

Work Environment and Culture

This is a full-time, fully remote role. The firm is grounded in a set of core values that shape how the team works every day: gratitude for the people and opportunities around them, a focus on results that truly matter, full accountability and follow-through, open and respectful communication, integrity in every decision, and a positive, energetic approach to the work. If you’re an experienced client service leader who loves solving the tough problems, developing a team, and making every client feel taken care of, we’d love to hear from you.