Job Description
Job DescriptionAbout the Firm:
They are a Registered Investment Advisor (RIA) firm dedicated to delivering personalized wealth management solutions to high-net-worth individuals and families. Their commitment to fiduciary excellence and client-centric service sets them apart in the industry.
Position Summary
They are seeking an experienced and dynamic Client Services Manager to lead their client service team and ensure an exceptional client experience. The ideal candidate will have a strong background in wealth management operations, team leadership, and deep familiarity with custodians such as Charles Schwab, Fidelity, or TradePMR. Experience with Salesforce CRM is preferred.
Key Responsibilities
- Lead and manage the client services team, fostering a culture of excellence, accountability, and continuous improvement.
- Oversee daily operations related to client onboarding, account maintenance, money movement, and reporting.
- Serve as the primary liaison between the firm and custodians (Schwab, Fidelity, TradePMR), ensuring smooth operational workflows and issue resolution.
- Optimize and maintain Salesforce CRM workflows, reporting, and data integrity.
- Collaborate with advisors and operations to enhance the overall client experience.
- Develop and implement best practices for client service delivery and operational efficiency.
- Monitor service metrics and KPIs to ensure high levels of client satisfaction.
- Train and mentor team members, providing guidance and professional development.
Qualifications
- Minimum 5 years of experience in a client service or operations role within a wealth management RIA firm.
- Proven experience working directly with custodians such as Schwab, Fidelity, or TradePMR.
- 2+ years of experience managing or leading a team.
- Proficiency in Salesforce CRM is preferred.
- Strong understanding of financial services operations, compliance, and client service protocols.
- Excellent communication, organizational, and problem-solving skills.
- Ability to thrive in a fast-paced, collaborative environment.
Company DescriptionOperating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.
By breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.
We work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.
From our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.
Company Description
Operating as part of Phaidon International, Selby Jennings is a multi-award winning global recruitment organization focused on servicing the financial industry.\r\n\r\nBy breaking down financial markets into individual niches and micro-specialisms, Selby Jennings powers a knowledge-led model, delivering global solutions into local markets. Every consultant is an expert in their field. Structuring our teams to mirror the demands of our clients and candidates, we identify, qualify and present the highest caliber candidates, as well as identifying the best market opportunities for leading finance professionals.\r\n\r\nWe work in partnership with clients to tailor-make a suitable search model based on the type of assignment and client service level requirements, adopting a bespoke combination of solutions to ensure optimum reach into the active and passive market places.\r\n\r\nFrom our offices around the world, we recruit beyond international boundaries, pro-actively sourcing the best talent in the industry. Across contingent, retained, and project solutions, our service is unrivaled; speaking to our level of service provision, search accuracy, and flexibility.