Client Service Manager - Ultimate Staffing : Job Details

Position Overview: Client Service Manager (Wealth Management)

We are seeking a dedicated and experienced Client Service Manager to join a collaborative team of investment professionals. As a fiduciary, we are committed to providing objective, professional investment advice and portfolio management to high-net-worth individuals, families, and institutions. The Client Service Manager will oversee the day-to-day operations of the Client Service Team, ensuring the seamless delivery of services and support for investment counselors. This role is ideal for someone who possesses strong communication skills, a deep understanding of operational processes, and a commitment to delivering exceptional client experiences.

Key Responsibilities:

• Lead the Client Service team in providing outstanding service that enhances client relationships and supports Investment Counselors in achieving client goals.
• Develop, implement, and execute initiatives aimed at enhancing the client experience.
• Collaborate with other teams (e.g., Operations) to establish efficient processes that improve service delivery.
• Partner with Investment Counselors to ensure exceptional support, empowering team members to act in the best interests of clients and colleagues.
• Oversee the client prospect and onboarding process, ensuring flawless execution and a smooth transition for new clients.
• Manage day-to-day staffing, performance, onboarding, and service delivery for Client Service team members.
• Foster continuous improvement in the Client Service experience and innovate using data to exceed client expectations.

Qualifications:

• Bachelor's degree in business, finance, or a related discipline.
• A minimum of 5 years of experience in client service, with a proven track record of increasing responsibility and success.
• Supervisory experience in client service and/or financial services is strongly preferred.
• Advanced technical proficiency in client-related software (e.g., Salesforce CRM, Orion, Microsoft Suite).
• Experience in performance management, coaching, talent development, and skill assessments (e.g., CliftonStrengths) is a plus.
• Strong influencing and motivational skills with the ability to work across multiple teams and functions.
• Proven project management experience, with the ability to manage multiple concurrent initiatives.

Compensation: The expected base salary for this role is $125,000 - $150,000 per annual & bonus.

Monday-Friday 8am-5pm Fully onsite role in Pasadena, CA

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.