Client Services Manager - Wealth Advisory
Job in
Manasquan, Monmouth County, New Jersey, 08736, USA
Listed on 2026-08-08
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-08
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
Socket.dev is seeking a Client Service Manager to oversee client services administration and account management, ensuring strong client relationships and seamless onboarding. The role emphasizes collaboration with the Wealth Advisor team and adherence to industry ethics.
The candidate should have a bachelor’s degree and 2+ years in financial services or high net worth client service, with proficiency in Salesforce and Orion Advisor Services, and strong communication skills.
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