Client Services Manager

A company is looking for a Manager, Client Services (West Coast) to lead client service delivery and team management for a regional group of advisors.

Key Responsibilities

Lead and manage a regional team of Client Service Associates and Managers, focusing on performance and development

Oversee advisor relationships, ensuring effective communication and service delivery

Manage onboarding processes, operational performance metrics, and enforce service standards across the team

Required Qualifications

5+ years of experience in wealth management operations, client service, or advisor support

2+ years of direct people management experience in client service or operations

Hands-on experience with advisor onboarding, money movement, and account servicing

Strong understanding of custodian workflows (e.g., Fidelity, Charles Schwab)

High ownership mentality with the ability to operate autonomously in a fast-paced environment