Senior Client Service Manager - Wealth Advisory Team

Composition Wealth; Larkspur (CA); On-site; USD 85,000 - 140,000; Full time

Job summary

Composition Wealth is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring exceptional service for a select book of clients. This role blends people leadership, operations, and client service to enhance scalability and client experience.

You will guide daily workflows, maintain key client relationships as senior escalation, and partner with Wealth Advisors to align service with firm strategy, while upholding regulatory standards.

Qualifications

• 5–8+ years of client service experience in wealth management or financial services
• 3+ years leadership or management experience with mentorship and team development
• Deep understanding of client service operations, workflows, and custodial processes
• Excellent problem-solving and organizational abilities
• Series 65 or extensive experience
• CRM experience (Salesforce preferred) and Microsoft Office proficiency

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates
• Oversee daily team workflows ensuring timely and accurate client service tasks
• Serve as senior escalation point for complex client needs
• Establish and enforce best practices, SOPs, and service standards
• Partner with Wealth Advisors and firm leadership to align service delivery with client expectations and firm strategy
• Monitor team capacity, allocate resources, and prioritize workloads
• Identify and implement process improvements to enhance efficiency, scalability, and client experience
• Ensure compliance with regulatory requirements and firm policies
• Collaborate cross-functionally with operations, compliance, and technology teams
• Own team outcomes and model Composition values

Skills

Leadership

Client service operations

Problem solving

Communication

Series 65

Education

Bachelor’s degree in Finance, Accounting, Economics, or related field

Tools

Salesforce

Microsoft Office

Job description

Composition Wealth is seeking a Client Service Manager to lead a team of Client Service Associates, ensuring exceptional service for a select book of clients. This role blends people leadership, operations, and client service to enhance scalability and client experience.

You will guide daily workflows, maintain key client relationships as senior escalation, and partner with Wealth Advisors to align service with firm strategy, while upholding regulatory standards.