Senior Client Service Manager - Wealth Management

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

Benefits offered by this job

Competitive compensation structure

401(k) plan with employer match

Employer Health Savings Account (HSA)

Medical and vision insurance

Continuing education and professional/

Job summary

CMC Recruiting is assisting an established wealth management firm in California seeking a hands-on Client Service Manager to lead and develop its client service team while upholding high service standards across the firm.

The role combines people management, client service, operations oversight, and process improvement, overseeing a team of Client Service Associates while managing select client relationships and acting as a senior resource for complex needs.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics, or a related field.
• 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.
• Strong problem-solving, organizational, and decision-making skills.
• 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.
• 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

People development

Relationship management

Prioritization

Communication

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Salesforce

Microsoft Office

Job description

CMC Recruiting is assisting an established wealth management firm in California seeking a hands-on Client Service Manager to lead and develop its client service team while upholding high service standards across the firm.

The role combines people management, client service, operations oversight, and process improvement, overseeing a team of Client Service Associates while managing select client relationships and acting as a senior resource for complex needs.