Wealth Client Service Leader & Team Builder

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 insurance

Professional development support

Job summary

CMC Recruiting is seeking a Client Service Manager for a wealth management client in the United States. This hands-on leadership role oversees a team of Client Service Associates while maintaining senior client relationships and handling complex service needs.

The ideal candidate has 5–8+ years in wealth management client service with 3+ years in leadership, and experience with Fidelity/Schwab. Responsibilities include hiring, coaching, and process improvements to scale client service operations.

Qualifications

• Bachelor’s degree in Finance, Accounting, Economics or related field.
• 5–8+ years of client service experience within wealth management or financial services.
• 3+ years of leadership or management experience with coaching and developing team members.
• Must have Fidelity and/or Schwab experience.
• Strong understanding of wealth management client service operations and workflows.

Responsibilities

• Lead, mentor, and develop a team of Client Service Associates.
• Oversee hiring, onboarding, training, coaching, and performance management.
• Establish expectations and accountability while supporting professional development.
• Monitor team capacity and allocate responsibilities for balanced workloads.
• Foster a collaborative, service-oriented culture focused on quality and continuous improvement.
• Maintain responsibility for a select group of client relationships and serve as senior escalation point.
• Partner with Wealth Advisors to anticipate client needs and ensure follow-through.
• Oversee daily client service workflows and ensure timely execution.
• Establish SOPs and service standards; identify process improvements.
• Collaborate with operations, compliance, and tech to strengthen systems.

Skills

Leadership

Client Service

Process Improvement

Team Development

CRM (Salesforce)

Regulatory Awareness

Education

Bachelor’s degree in Finance/Accounting/Economics

Tools

Salesforce

Microsoft Office

Job description

CMC Recruiting is seeking a Client Service Manager for a wealth management client in the United States. This hands-on leadership role oversees a team of Client Service Associates while maintaining senior client relationships and handling complex service needs.

The ideal candidate has 5–8+ years in wealth management client service with 3+ years in leadership, and experience with Fidelity/Schwab. Responsibilities include hiring, coaching, and process improvements to scale client service operations.