Client Service Manager – Wealth Management

Category

Wealth Management - Support/Operations

Location

Manhattan Beach, California

$150,000 - $170,000

Job Reference

246831

Job Description

Client Service Manager

Hirene Xus has partnered with a boutique RIA with an ultra-high-net-worth client focus in the Manhattan Beach, CA area to help them add an experienced Client Service Manager to their team.

This is a fantastic opportunity for an accomplished Wealth Management Client Services professional to lead a high-performing client service team while supporting a sophisticated client base. The Client Service Manager will oversee day-to-day client service operations, mentor and develop team members, optimize workflows, and ensure the delivery of an exceptional client experience. In addition to leading the client service function, this individual will directly support some of the firm's most complex and high-value client relationships.

The ideal candidate is a collaborative leader with deep operational knowledge of the wealth management industry, exceptional organizational skills, and a passion for delivering white-glove client service.

Responsibilities:

• Lead, mentor, and develop a team of client service professionals, providing ongoing coaching, workload management, and performance feedback.
• Conduct regular team meetings, training sessions, and individual check-ins to support professional development and operational excellence.
• Oversee recurring client service initiatives, including quarterly reporting, tax season preparation, Required Minimum Distribution (RMD) processing, annual gifting, and other firmwide deliverables.
• Establish and maintain service standards that promote accuracy, consistency, responsiveness, and an exceptional client experience.
• Review and approve client service activities, including account onboarding documentation and money movement requests, in accordance with firm policies and supervisory procedures.
• Identify opportunities to improve processes, implement scalable workflows, and strengthen operational controls.
• Serve as the primary escalation point for complex client service matters while partnering closely with advisors, operations, compliance, trading, and marketing teams.

Client Relationship Management

• Serve as the dedicated client service professional for a select group of high-net-worth and ultra-high-net-worth clients.
• Build and maintain strong relationships with clients and their trusted advisors, including CPAs, estate planning attorneys, and other professionals.
• Coordinate account maintenance, money movement requests, custodial paperwork, and other day-to-day service needs.
• Support quarterly reporting processes, financial plan updates, and annual planning initiatives.
• Coordinate tax documentation and assist with year-end planning and reporting activities.

Qualifications:

Required

• Bachelor's degree and at least 8 years of experience within a wealth management, investment advisory, or financial services environment.
• Extensive knowledge of investment account types, including IRAs, trusts, retirement plans, donor-advised funds, and taxable accounts.
• Strong understanding of investment products, including stocks, bonds, mutual funds, certificates of deposit, and related custodial processes.
• Experience managing complex client service functions, including account opening, transfers (ACATs), Required Minimum Distributions (RMDs), money movement, journals, and cashiering processes.
• Working knowledge of trust structures, entity accounts, and associated client service requirements.
• Prior experience supervising, mentoring, or leading client service professionals.
• Advanced proficiency with Microsoft Office, including Excel, Word, Outlook, and PowerPoint.

Preferred

• Experience working with leading custodial platforms such as Fidelity or Charles Schwab Institutional.
• Familiarity with CRM systems including Salesforce or Redtail.
• Experience using portfolio reporting and portfolio management platforms such as Addepar, Black Diamond, Tamarac, Orion, or Envestnet.
• Experience with financial planning software such as eMoney or Money Guide Pro .
• Familiarity with Docu Sign or other electronic signature platforms.
• Experience supporting securities trade processing.
• CFP, CFA, or interest in pursuing an advanced professional designation.