Wealth Client Services Manager

TaylorMade Experience LLC; Washington (District of Columbia); On-site; USD 55,000 - 75,000; Full time

Job summary

A financial services firm in the Washington, DC area is seeking a Client Service Manager to support its team. The ideal candidate will have a bachelor's degree and 2–3 years of relevant experience, thriving in a fast-paced environment. Responsibilities include preparing client materials, processing requests, and ensuring compliance with regulations. Exceptional communication skills and proficiency with Microsoft Office are essential. Interested candidates should submit a cover letter and résumé in PDF format to [e-mail].

Qualifications

• 2–3 years of administrative or client service experience, preferably in financial services.

Responsibilities

• Prepare client account paperwork and materials.
• Ensure accuracy and timeliness of client-facing materials.
• Coordinate with custodians to resolve operational issues.
• Process client requests promptly.
• Open and maintain client accounts.
• Process money movements including wires and ACH transfers.
• Monitor account activity for compliance.
• Serve as primary contact for client inquiries.
• Maintain accurate records in the firm's CRM system.
• Ensure adherence to SEC regulations and firm policies.

Skills

Exceptional communication and client service skills

Strong organizational and time management abilities

High integrity and discretion

Proficiency with Microsoft Office Suite

Salesforce experience

Attention to detail

Education

Bachelor’s degree in finance, economics, business, or related field

Tools

Microsoft Office Suite

Salesforce

Job description

A financial services firm in the Washington, DC area is seeking a Client Service Manager to support its team. The ideal candidate will have a bachelor's degree and 2–3 years of relevant experience, thriving in a fast-paced environment. Responsibilities include preparing client materials, processing requests, and ensuring compliance with regulations. Exceptional communication skills and proficiency with Microsoft Office are essential. Interested candidates should submit a cover letter and résumé in PDF format to [e-mail].