Client Service Manager

At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise individuals and families who have or are creating multigenerational wealth. We serve as a fiduciary to our clients, providing thoughtful guidance, disciplined planning, and a client experience designed to help families make informed decisions with clarity and intention.

The client service team plays a critical role in advancing this mission. Through attentive client support, thoughtful coordination, and a commitment to accuracy and responsiveness, our client service team helps facilitate a seamless experience for our clients and advisors. By cultivating deep client relationships, managing complex financial planning needs, and supporting the day-to‑day delivery of wealth management services, the team is foundational to serving clients with consistency, care, and excellence.

Monograph is seeking a Client Service Manager to join our team in Manhattan Beach, CA. Reporting to firm leadership, the Client Service Manager will service some of the firm’s largest clients, as well as oversee the day‑to‑day execution of client service operations.

This role is responsible for directing client service delivery, managing a team of client service professionals, and driving operational excellence across the client experience. The Client Service Manager plays a central role in coordinating service delivery, enhancing workflows, and ensuring consistency, accuracy, and responsiveness across all client interactions. In close partnership with Advisors, the Client Service Manager translates client needs into a coordinated, high‑quality service delivery.

The ideal candidate is highly organized, detail‑oriented, and thrives in a collaborative, fast‑paced environment. They bring a commitment to team development and delivering an exceptionally thoughtful, elevated, and high‑touch client experience while maintaining strong operational organization and discipline in a growing firm environment.

Required

• Deep expertise with various types of investment accounts (IRAs, Trusts, 401(k) s, Donor‑Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and related custodial processes (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.)
• Strong working knowledge of various trust and entity types and related client service processes
• Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems
• Prior experience supervising or mentoring team members, including delegation, quality control, and performance feedback
• 4‑year undergraduate degree and at least 8 years of relevant work experience for a financial services firm

Preferred

• Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional), CRM platforms (e.g., Salesforce, Red Tail), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms (e.g., eMoney, Money Guide Pro ) and eSignature platforms (e.g., Docusign)
• Experience with securities trade processing
• Interest in advanced education as a financial professional, e.g., CFP designation

Client Service Team Management

• Oversee a team of approximately four client service professionals, including workload allocation, prioritization, and ongoing mentorship and development
• Organize regular team meetings and training sessions
• Manage quarterly deliverables and team initiatives (e.g., client reporting across team, tax season preparation and 1099 deliveries, RMD processes, annual…