Client Service Manager

Location: Cincinnati, OH (On-site) | Employment Type: Full-time | Department: Operations – Client Service

About the Role

The Client Service Manager is a key member of Operations with the primary objective of ensuring that clients’ daily operational needs are accomplished timely and accurately. This individual serves as the client’s primary point of contact for daily back‑office support by coordinating activities with internal teams and external service providers. The individual is an integral part of the implementation of investment decisions for client relationships and requires a strong background in financial operations to resolve account‑specific administrative and operational issues.

Why Work at FEG?

FEG is an independently owned advisory firm that provides investment consulting, outsourced chief investment officer (OCIO), and research services to predominantly institutional clients, such as university endowments, private and public foundations, religious organizations, healthcare institutions, corporate retirement plans, and select family offices. Founded in 1988, FEG has served communities both directly and by helping our clients fulfill their missions for over 37 years. FEG employs 140+ professionals across offices in Cincinnati, Ohio; Dallas, Texas; and Indianapolis, Indiana, with approximately $100.4 billion in client assets under advisement.

Responsibilities

• Primary point of contact for clients and advisor teams focused on enhancing the client experience.
• Coordinate all operational service activities with internal teams and external service providers.
• Monitor completion of activities and serve as single contact for cohesive communications.
• Serve as client operational point of contact for onboarding new institutional relationships and oversee all steps in the onboarding process for the Operations department.
• Conduct post‑meeting activity review with consultants.
• Proactively communicate with clients to ensure integrity of client data, create client recognition, and maintain gauge of satisfaction with FEG services.
• Identify opportunities to implement efficiencies within the flow of operational activity.
• Participate, as needed, in discovery calls and final presentations with prospective clients, providing operational expertise.
• Act as the firm’s liaison with preferred custodian relationship managers and perform due diligence on potential new relationships.

Minimum Qualifications

• Bachelor’s degree, preferably with a business focus.
• 8–10 years of work experience in the investment industry or a similar field, preferably client‑service related.
• Strong organizational skills, attention to detail, and ability to multi‑task.
• Understanding of investment terminology.

Knowledge, Skills, and Experience

• Ability to identify and resolve or appropriately escalate complex issues with minimal guidance.
• Proficiency in Microsoft Office, Excel, PowerPoint, and SharePoint with strong attention to detail.
• Excellent written and verbal communication skills.
• Listen and learn while taking full ownership of individual scope of work.
• Engage collaboratively with clients, investment teams, and peers.
• Prioritize effectively and decisively across complex teams and competing priorities.
• Enjoy working in and learning about the financial investment industry.

Benefits & Compensation

• Competitive compensation and bonus opportunities commensurate with qualifications and performance.
• Employer‑paid life, short‑term disability, and long‑term disability coverage plus subsidized medical, dental, and vision plans.
• Wealth benefits including 401(k) and ESOP programs with company contributions.
• Paid time off (holidays, PTO, parental leave).
• Flexible work options designed to support work‑life balance while maintaining productivity and collaboration.
• Employee‑led culture committees focused on engagement, well‑being, diversity, and a positive workplace environment.
• Structured mentorship program fostering professional growth, knowledge sharing, and leadership development.
• Tuition reimbursement for approved educational programs.
• Reimbursement for eligible professional certifications and industry‑recognized designations.
• Access to comprehensive wellness programs supporting physical, mental, and overall well‑being.

Work Authorization

FEG Investment Advisors is committed to fostering diversity and maintaining equitable, inclusive hiring practices. Visa sponsorship is not available for this role; all candidates must already have legal authorization to work in the United States at the time of application and remain authorized throughout employment.