Wealth Client Service Manager - Lead High-Touch Team

CMC Recruiting; Larkspur (CA); Vor Ort; USD 130.000 - 150.000; Vollzeit

Benefits dieser Stelle

401(k) plan with employer match

Employer Health Savings Account

Medical and vision insurance

Continuing education and professional

Zusammenfassung

CMC Recruiting is assisting a prominent wealth management firm in California to hire a Client Service Manager. The role leads a team of Client Service Associates, manages client relationships, and drives service excellence across the organization.

The ideal candidate will have 5–8+ years in wealth management client service, strong leadership, and experience with Fidelity/Schwab. Join a high-touch environment focused on growth and client satisfaction.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Leadership

Coaching

Client service

Relationship management

Communication

Problem solving

Organizational skills

Attention to detail

Ausbildung

Bachelor’s degree in Finance/Accounting/Economics

Tools

Salesforce

Microsoft Office

Jobbeschreibung

CMC Recruiting is assisting a prominent wealth management firm in California to hire a Client Service Manager. The role leads a team of Client Service Associates, manages client relationships, and drives service excellence across the organization.

The ideal candidate will have 5–8+ years in wealth management client service, strong leadership, and experience with Fidelity/Schwab. Join a high-touch environment focused on growth and client satisfaction.