Head of Client Services

Head of Client Service / Client Service Lead

Manchester, NH or Andover, MA

A well-established, growth-oriented advisory firm is seeking an experienced Head of Client Service to lead and evolve its client service function. This is a leadership role for a service-focused professional who enjoys building teams, refining processes, and delivering a consistently high-touch client experience.

The Head of Client Service is responsible for overseeing all client service operations, managing a team of client service professionals, and ensuring accuracy, efficiency, and compliance across the client lifecycle. This role serves as a key escalation point for complex service needs and partners closely with operations, planning, technology, and compliance teams.

• Lead, coach, and develop a team of client service professionals, setting clear expectations and performance standards
• Oversee all client service activities, including account maintenance, transfers, money movement, and documentation
• Ensure service requests are completed accurately, on time, and in compliance with firm and regulatory standards
• Act as an escalation point for complex client service issues and ensure timely resolution
• Partner with operations, planning, technology, and compliance teams to improve workflows and service efficiency
• Monitor service metrics and team performance to identify trends, bottlenecks, and training needs
• Support documentation standards, SOP development, and continuous improvement initiatives

• 3+ years of experience in financial services or wealth management operations
• Prior leadership or team management experience strongly preferred
• Strong understanding of investment accounts, insurance products, and client service workflows
• Series 63, 65, or 66 (active or obtainable)
• Excellent communication, organization, and follow-through skills
• Ability to balance detail-oriented execution with team leadership

• Opportunity to lead and shape the client service function
• High visibility and close collaboration across the firm
• Ability to influence service standards, workflows, and team development
• Clear path for growth within operations leadership
• If you’re a client service leader who enjoys building teams, improving execution, and delivering an exceptional client experience, we’d welcome a conversation.