Manager, Client Service

About the role

We are seeking a detail-oriented and proactive Manager to oversee daily operational functions, ensure compliance with internal processes, and support team performance within a fast-paced wealth environment.

Responsibilities

• Input and review money movement transactions within Wealthscape and Charles Schwab.
• Manage the day-to-day execution of operations tasks, including preparing and reviewing account opening paperwork and account maintenance.
• Demonstrate proficiency in requirements for opening Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab to aid in reviewing requests.
• Serve as liaison between Wealth Teams and custodians; proactively contact custodians daily to resolve issues and ensure requests are processed accurately.
• Delegate tasks and assist with team members’ workloads to ensure smooth execution of workflow.
• Foster accountability, collaboration, and continuous improvement within the team.
• Manage quarterly projects, maintain internal spreadsheets, and oversee completion of team members’ daily tasks.

Requirements

• Bachelor’s degree in Business Administration, Operations Management, or related field.
• 5–7 years of experience in financial business operations, ideally within a fast-paced, growth-oriented environment.

Skills

• Experience with Salesforce.
• Experience with Fidelity (Wealthscape) and Charles Schwab platforms.
• Strong analytical and problem-solving abilities.
• Excellent project management skills, with experience managing cross-functional teams.
• Strong communication and interpersonal skills, with the ability to work effectively with all levels of the organization.
• Proficiency in Excel.

Benefits

We offer an innovative workplace and a culture that fosters camaraderie, teamwork, and work-life balance. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals.

Pay

$90,000 – $125,000 per year.