Client Service Lead – Wealth Advisory & Equity Path
Job in
Carlsbad, San Diego County, California, 92002, USA
Listed on 2026-07-29
Listing for:
IDA Wealth
Full Time
position Listed on 2026-07-29
Job specializations:
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Finance & Banking
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Customer Service/HelpDesk
Job Description & How to Apply Below
IDA Wealth, based in Carlsbad, CA, seeks an experienced Client Service Manager to join our high‑performing team. You will own key client service requests, coordinate with custodians, and support advisers around client reviews.
You’ll maintain CRM records, collaborate across advisory, tax, operations and compliance, and help identify service gaps. This on‑site role fits someone with 3+ years in wealth client service and a passion for process improvement.
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