Wealth Client Services Lead (Hybrid)

Claire Myers Consulting; Larkspur (CA); Hybrid; USD 130,000 - 150,000; Full time

Benefits offered by this job

401(k) with employer match

HSA contribution

Medical and vision insurance

Professional development support

Collaborative environment

Job summary

Claire Myers Consulting is seeking a Client Service Manager for a hybrid role in Larkspur, CA. You will lead and develop the client service team, manage select client relationships, and partner with Wealth Advisors to deliver highly personalized service.

This hands-on leadership position combines people management, operational oversight, and process improvement to drive scalable, high-touch client service across the firm.

Qualifications

• Bachelor's degree in Finance, Accounting, Economics or related field.
• 5-8 years of client service experience in wealth management or financial services.
• 3 years of leadership experience with coaching and developing staff.
• Must have Fidelity and/or Schwab experience.
• Familiarity with CRM systems; Salesforce preferred.
• Series 65 or extensive relevant industry experience.

Responsibilities

• Lead and develop a team of Client Service Associates.
• Oversee daily client service workflows and ensure timely execution.
• Maintain responsibility for select client relationships and escalation of complex needs.
• Collaborate with Wealth Advisors to anticipate client needs and ensure follow-through.
• Ensure service standards and regulatory compliance across the team.

Skills

Leadership

Client service

Team development

Wealth management experience

Communication

Education

Bachelor's degree in Finance/Accounting/Economics

Tools

Salesforce

Microsoft Office

CRM systems

Job description

Claire Myers Consulting is seeking a Client Service Manager for a hybrid role in Larkspur, CA. You will lead and develop the client service team, manage select client relationships, and partner with Wealth Advisors to deliver highly personalized service.

This hands-on leadership position combines people management, operational oversight, and process improvement to drive scalable, high-touch client service across the firm.