Client Service Lead

Client Service Leads serve as a key support to the Client Service Relationship Manager (CSRM) while providing hands‑on leadership and operational oversight within the client service team. This role ensures continuity of service, peer guidance, and strong day‑to‑day execution and continuity of service.

• Act as a point of escalation and guidance for Client Service Associates, providing coaching, peer mentorship, and real-time problem solving.
• Reinforce best practices, service standards, and compliance requirements across the team.
• Support onboarding and training of new team members, ensuring readiness to manage client needs effectively.
• Foster collaboration, accountability, and a client‑first mindset within the team.
• Oversee client servicing processes including onboarding, transfers, account maintenance, and custodial coordination.
• Partners and is a liaison with departments, Managing Directors and/or Consultants to deliver seamless, high‑quality client experience.
• Works closely with custodial partners to resolve any issues and provide continuous education to the Client Service Teams.

• Provide direction and leadership for Client Services activities, including onboarding, operations, servicing, and ongoing client support.
• Lead, coach, and develop Client Service employees, ensuring accountability, collaboration, and professional growth.
• Step in as backup to the CSRM by handling client inquiries, coordinating service delivery, and maintaining relationships when needed.
• Foster a culture of excellence, team mentality, transparency, and proactive client service within Client Service.

• Support client servicing standards to ensure consistent, timely, and compliant execution of all requests and processes.
• Manage key workflows related to onboarding, transfers of assets (ACAT and paper‑based), account maintenance, and custodian coordination.
• Partner with Managing Directors/Consultants to ensure smooth transitions, timely deliverables, and accurate communication with clients and third parties.
• Support implementation of new procedures, systems, or regulatory changes impacting client service.
• Escalate potential client, operational, or regulatory risks to the CSRM and leadership as appropriate.

• Help maintain a high level of client satisfaction by ensuring issues are resolved promptly and professionally.
• Support adherence to compliance, risk management, and internal control standards.
• Escalate potential client, operational, or regulatory risks to the CSRM and leadership as appropriate.
• Support audit and compliance reviews by ensuring records, workflows, and communications meet firm documentation standards.

• Oversee all institutional data structures and hierarchies within Salesforce Financial Services Cloud (FSC).
• Define and enforce standards for data entry, record linking, and field management to ensure accuracy and reporting consistency in FSC.
• Serve as a subject matter expert for data integrity across custodial and internal systems (Fidelity Wealthscape, Schwab, etc.).

• Collaborate with departments, CSRM, and Managing Director of Services to align Institutional and Private Client Servicing models and identify firmwide synergies.
• Serve as the liaison between teams to ensure service continuity and information accuracy.
• Represent Institutional Services in internal committees, technology initiatives, and client experience discussions.

• Serve as a stabilizing presence during team or organizational changes, maintaining service consistency and confidence for clients.
• Facilitate onboarding and…