Client Services Manager

ICC is the only wealth management firm in Nevada to be ranked nationally in the top 100 by the Wall Street Journal for over 10 years. As a fiduciary, ICC provides guidance, perspective, and judgement and does not sell investment products. Therefore, this position does not require selling, prospecting responsibilities, or book of business. For nearly 40 years our team has been a respected industry leader and innovator, managing over $2 billion in assets and earning recognition through a team culture that is uncompromising in client’s welfare, industry best practices, and ethical values.

At ICC, we challenge industry norms to help individuals, families, businesses, and institutions make better informed financial decisions while promoting employee work-life balance, continuous learning, and a collaborative team environment. Our mutual success enables us to give back generously to charitable causes across Nevada and beyond in both time and treasure.

Our concierge-level, relationship-first approach sets us apart from larger institutions, and our reputation is impeccable. Our team is collegial, highly credentialed, and deeply committed to the financial well‑being of a sophisticated clientele. Every member of our client-facing team holds a college degree or higher.

As we expand this team, we are looking for driven, thoughtful, and motivated financial professionals with experience in an advisory, client services, or financial operations role, or a recent high‑caliber graduate eager to excel and build a long‑term career in a client-facing, relationship‑driven environment with a firm that will invest in their career growth alongside them.

As the primary contact for our high‑net‑worth clients, you will collaborate with Investment Consultants, trading/research professionals, and firm leadership to deliver accurate, personalized, and exceptional service. To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a collaborative and fast‑paced environment. A successful Client Services Manager is willing to take ownership and accountability over their actions and is enthusiastically capable of advancing their knowledge and understanding beyond the scope of their specific functions.

All staff members are expected to foster a positive workplace environment and demonstrate a strong commitment to teamwork, respect, and the shared success of the Firm.

The Client Services Managers are the primary point of contact for all designated clients, responsible for providing the highest level of investment service.

• Manage client requests promptly, documenting all instructions and activity thoroughly in the CRM
• Supervise client investment portfolios in accordance with their Investment Policy Statement (IPS)
• Lead client onboarding administrative processes including document preparation, asset inventory, and transferability
• Manage client meeting preparation, follow‑up, and ongoing relationship management, with progressively independent participation over time
• Participate in client and investment committee meetings as needed
• Proactively monitor daily client activity such as cash needs and requisite cash flow planning instructions
• Contribute to a collaborative culture with a solutions‑oriented attitude focusing on accountability and follow‑through

• Demonstrate, in a professional manner, passion, energy, empathy, and problem‑solving skills while delivering unparalleled value and outstanding service to our clients
• Desire to work in a collaborative, team‑based culture dedicated to resolving a variety of complex client inquiries and issues
• Ability to provide a high level of attention to detail and strong commitment to comply with and adhere to stringent regulatory policies, procedures, and guidelines
• Successfully perform in a fast‑paced, professional environment and meet strict operational deadlines
• Practice active listening and open‑ended dialogue to gain a thorough understanding of the client’s needs
• Exceptionally organized, with strong attention to detail and the ability to manage multiple…