Wealth Client Services Manager

Boston Staffing Partners; Los Angeles (CA); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Boston Staffing Partners is seeking a Wealth Client Services Manager in Los Angeles, CA. This full-time, hybrid position will act as the primary contact for high-net-worth clients, coordinating account activities, supporting financial advisors, and ensuring a high level of client satisfaction.

You will prepare meeting materials, maintain documentation, monitor inquiries, and collaborate with internal teams to deliver timely responses while refining service processes and onboarding new clients.

Qualifications

• Experience building trusted client relationships and delivering high-quality service.
• Experience in wealth management or financial services client-facing environments preferred.
• Strong communication, both written and verbal, with ability to explain complex information clearly.

Responsibilities

• Serve as primary point of contact for high-net-worth clients, handling inquiries and resolving issues.
• Coordinate account activities and support financial advisors.
• Prepare client meeting materials and maintain accurate documentation.
• Monitor client accounts and service requests; identify opportunities to improve the client experience.
• Collaborate with internal teams to deliver timely, thorough responses.
• Help refine service processes and support onboarding of new clients.

Skills

Customer service

Client relationships

Analytical skills

Communication

Time management

Organizational skills

Financial services knowledge

Education

Bachelor's degree in Business/Finance/Economics or related

Tools

CRM systems

Microsoft Office

Job description

Company Description

Boston Staffing Partners (BSP) is a boutique staffing firm specializing in permanent and temporary recruitment solutions, with offices in Boston, MA. BSP focuses on Financial Services, Accounting & Finance, Human Resources, and Administrative Services for the greater Boston area and beyond. The firm partners with organizations across diverse industries to provide tailored hiring strategies and talent acquisition support. BSP serves professionals from staff through C-level roles in permanent, contract, and temporary placements. Candidates can expect a consultative, relationship-driven approach aimed at aligning career goals with high-quality opportunities.

Role Description

The Wealth Client Services Manager is a full-time, hybrid role based in Los Angeles, CA, with flexibility for partial work from home. In this position, the individual will act as a primary point of contact for high-net-worth clients, managing inquiries, resolving issues, and ensuring a high level of customer satisfaction. Day-to-day responsibilities include coordinating account activities, supporting financial advisors, preparing client meeting materials, and maintaining accurate documentation and records. The role involves monitoring client accounts and service requests, proactively identifying opportunities to improve the client experience, and collaborating with internal teams to deliver timely and thorough responses. The Wealth Client Services Manager will also help refine service processes, support onboarding of new clients, and contribute to a culture of responsive, high-quality client care.

Qualifications

• Demonstrated strength in Customer Service and Customer Satisfaction, with a focus on building trusted, long-term client relationships.
• Experience in Client Services, including managing client inquiries, coordinating service activities, and ensuring timely follow-up.
• Strong Analytical Skills, with the ability to interpret client data, identify issues, and recommend appropriate solutions.
• Excellent Communication skills, both written and verbal, with the ability to explain complex information clearly and professionally.
• Previous experience in wealth management, financial services, or a related client-facing environment is preferred.
• Proficiency with CRM systems and Microsoft Office applications; comfort learning new technology tools.
• Proven organizational and time-management abilities, including handling multiple priorities in a fast-paced setting.
• Bachelor’s degree in Business, Finance, Economics, or a related field, or equivalent relevant experience.