Wealth Client Experience Manager

Integrated Financial Partners; Fairfax (VA); Hybrid; USD 65,000 - 70,000; Full time

Job summary

Integrated Financial Partners in Fairfax, VA is seeking a Client Service Manager to deepen client relationships and support advisors with concierge-level service. The role focuses on understanding client needs, coordinating administrative tasks, and maintaining Wealthbox client data while ensuring compliance and continuity across the team.

Hybrid work with in-office presence required on select days, salary $65,000–$70,000 plus benefits, and potential performance-based bonuses.

Qualifications

• Warmth and ability to build genuine client relationships.
• Excellent organizational skills with strong follow-through.
• Resourcefulness and initiative in handling routine tasks.
• Sound judgment on when to act independently vs escalate.
• Comfort with ambiguity while maintaining firm standards.
• Clear written and verbal communication.
• Ability to quickly learn Wealthbox and financial terminology.
• Experience in high-touch client service is helpful but not required.

Responsibilities

• Deepen client relationships while enabling advisors to focus on advisory work.
• Manage calendar and administrative support for assigned advisors.
• Coordinate client gifts, meetings, and hospitality within guidelines.
• Maintain Wealthbox client data and cross-coverage continuity.
• Execute routine client service and basic operational workflows.
• Identify bottlenecks and bring opportunities to COO.

Skills

Warm & personable

Highly organized

Resourceful

Sound judgment

Independent work

Strong communication

Learn new systems

Financial-services vocabulary

Job description

Integrated Financial Partners in Fairfax, VA is seeking a Client Service Manager to deepen client relationships and support advisors with concierge-level service. The role focuses on understanding client needs, coordinating administrative tasks, and maintaining Wealthbox client data while ensuring compliance and continuity across the team.

Hybrid work with in-office presence required on select days, salary $65,000–$70,000 plus benefits, and potential performance-based bonuses.