Client Service Manager - Wealth Management Firm

Posted yesterday

robert halfWalnut Creek (CA)

First-Line Supervisors of Office and Administrative Support Workers Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.

Responsibilities: Lead, mentor, and develop the Client Service Associate team Oversee day-to-day client service and operational workflows Manage client onboarding, account openings, transfers, and ongoing account administration Serve as the escalation point for complex client service matters Build and improve scalable processes, procedures, and controls Partner with advisors, compliance, and leadership across firm-wide initiatives Oversee operational technology, including CRM, reporting, and workflow platforms Drive automation, systems improvements, and AI-enabled initiatives Help build the operational infrastructure to support continued firm growth For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

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