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Wealth Management

Client Services Manager – Wealth Management

Job in Buffalo, Erie County, New York, 14266, USA
Listing for: OneGroup
Full Time position
Listed on 2026-06-04
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 66000 - 108804 USD Yearly USD 66000.00 108804.00 YEAR
Job Description & How to Apply Below
A financial services company in Buffalo, NY, seeks a Client Service Manager to ensure exceptional client experiences by coordinating account servicing and providing operational support. Ideal candidates should have 3-7 years in wealth management, strong knowledge of custodial platforms, and excellent communication skills. This position offers competitive compensation and benefits, including medical, dental, 401K, and more. The role emphasizes client relationship management and adherence to compliance standards.
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