Senior Client Service Manager – Wealth Management

CMC Recruiting; Larkspur (CA); On-site; USD 130,000 - 150,000; Full time

Benefits offered by this job

401(k) plan with employer match

Health Savings Account contribution

Medical and vision insurance

Professional development support

Job summary

CMC Recruiting represents a California wealth management firm seeking an experienced Client Service Manager to lead and develop the client service team while maintaining a high standard of service for high-net-worth clients.

This hands-on leadership role combines people management, client service, operational oversight, and process improvement, overseeing Client Service Associates while managing select client relationships and serving as a senior resource for complex needs.

Qualifications

• 5–8+ years of client service experience within wealth management or financial services
• 3+ years of leadership or management experience with demonstrated success coaching, mentoring, and developing team members
• Must have Fidelity and/or Schwab experience
• Strong understanding of wealth management client service operations, workflows, and custodial processes
• Proven ability to manage competing priorities and lead a team in a high-touch client environment
• Excellent written and verbal communication skills with a polished client-facing presence
• Experience with CRM systems; Salesforce experience preferred
• Proficiency with Microsoft Office Suite
• Series 65 or extensive relevant industry experience

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates
• Oversee hiring, onboarding, training, coaching, and performance management
• Establish clear expectations and accountability while supporting ongoing professional development
• Monitor team capacity and allocate responsibilities to ensure workloads are balanced effectively
• Foster a collaborative, service-oriented team culture focused on quality and continuous improvement
• Maintain responsibility for a select group of client relationships
• Serve as a senior escalation point for complex client service needs
• Ensure clients receive responsive, accurate, and highly personalized service
• Partner closely with Wealth Advisors to anticipate client needs and ensure effective follow-through
• Maintain consistent service standards across the client service team
• Oversee daily client service workflows to ensure timely and accurate execution
• Establish and maintain best practices, standard operating procedures, and service standards
• Identify opportunities to improve processes, workflows, efficiency, and scalability
• Exercise sound judgment in resolving complex operational, client, and team-related matters
• Collaborate with operations, compliance, and technology teams to strengthen systems and workflows
• Ensure client service activities are completed in accordance with regulatory requirements and firm policies
• Partner with firm leadership to align client service operations with broader business priorities and growth

Skills

Leadership

Client service

Communication

Prioritization

Relationship management

Problem solving

Team development

Office productivity

Industry knowledge

Education

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

Tools

Salesforce

Microsoft Office

Job description

CMC Recruiting represents a California wealth management firm seeking an experienced Client Service Manager to lead and develop the client service team while maintaining a high standard of service for high-net-worth clients.

This hands-on leadership role combines people management, client service, operational oversight, and process improvement, overseeing Client Service Associates while managing select client relationships and serving as a senior resource for complex needs.