Senior Client Service Manager

About the role

We have an exciting opportunity for a Sr Client Service Manager supporting our Novato, CA team! The Senior Client Service Manager serves as a trusted advisor and strategic partner to clients and financial advisors, acting as a primary point of contact and the welcoming face of the team. This individual builds strong, enduring client relationships while serving as a key leader within the client service function, ensuring accuracy, responsiveness, and the highest standards of service across all client-facing and administrative activities. This role is responsible for delivering a highly personalized client experience through proactive relationship management, exceptional service, and expert coordination of complex client service and operational activities. The Senior Client Service Manager provides advanced support to financial advisors, oversees high-priority client requests and transactions, coordinates client communications and meetings, and helps drive the efficient and effective operation of the practice. Leveraging deep industry knowledge, sound judgment, and a commitment to excellence, this individual identifies opportunities to enhance processes, improve the client experience, and support business objectives. In addition, the Senior Client Service Manager serves as a mentor and resource to other client service team members, providing training, guidance, and sharing best practices to support consistency, professional development, and service excellence across the office. This is a fully remote position. We’re open to candidates located in Central Time Zone or Pacific Time Zone. Candidates located near Novato, CA are also welcome (but not required) to work from the office.