Senior Wealth Client Experience Manager

Curran Recruiting; Atlanta (GA); Hybrid; USD 70,000 - 90,000; Full time

Job summary

Curran Recruiting is seeking a Client Service Manager or Senior Client Service Manager for a wealth management team. This highly client-facing role partners with advisors, operations, custodians, and internal teams to deliver responsive, accurate service.

The ideal candidate is organized, relationship-oriented, and a strong communicator, with a willingness to learn within wealth management. Hybrid role requiring 3 days in office.

Qualifications

• Bachelor's degree or equivalent experience in a related field.
• 5+ years of wealth management service experience preferred.
• Strong communication, presentation, and interpersonal skills.

Responsibilities

• Serve as primary point of contact for client questions and ongoing service needs.
• Onboard new clients through account setup, documentation, and procedures.
• Coordinate with internal teams to ensure seamless client transitions.

Skills

Excellent communication

Interpersonal skills

Organizational skills

Client service

Education

Bachelor's degree in Business, Economics, Finance, or related field

Tools

Microsoft Office Suite

Salesforce

CRM systems

Orion

Job description

Curran Recruiting is seeking a Client Service Manager or Senior Client Service Manager for a wealth management team. This highly client-facing role partners with advisors, operations, custodians, and internal teams to deliver responsive, accurate service.

The ideal candidate is organized, relationship-oriented, and a strong communicator, with a willingness to learn within wealth management. Hybrid role requiring 3 days in office.