Client Service Manager
Join a highly reputable wealth management firm as Client Service Manager supporting complex investment strategies for existing high net worth clients.
- Proven Career Growth: Build foundational investment knowledge with a clear promotion path at an established investment firm
- Entrepreneurial: Work with Partners and Advisors in an entrepreneurial environment that rewards high-performers
- Earning Potential: Ability to aggressively scale income as you grow into an Advisor and take on existing client portfolios
- 1-2 years of RIA / Financial Advisory experienceEarly-career background in client service and value-driven roles within wealth management or financial advisory (RIA)
- Public Accounting (CPA is a plus)Solid foundational accounting experience gained at a public accounting firm (1-2 years); CPA credential is a strong differentiator
- Client Service / Relationship ManagementProven experience or strong interest in managing relationships with high-net-worth individuals and families, focused on delivering exceptional client service
- Relationship management: Build and sustain trusted client relationships, acting as the main point of contact and resolving complex account issues.
- Support Advisors / Partners: Facilitate daily operations by mastering team workflows and collaborating on client-centric initiatives.
- Client onboarding: Oversee the onboarding process for new clients, ensuring full compliance and smooth integration.
- Investment execution: Implement investment strategies via custodial platforms, maintain precise client records, handle billing, and review cash flow reports.
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