*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
Our client, a respected SEC-registered RIA managing ~$2 billion in assets, is seeking a Client Service Manager to lead a high-performing team in a collaborative, fast-paced environment.
This role offers a comprehensive benefits package, including fully paid healthcare, 401(k) with generous contributions, paid lunches, a gym stipend, and the potential for equity after three years. The firm fosters a culture of innovation, internal growth, and exceptional client service.
Responsibilities:
- Lead and mentor a team of four Client Service professionals
- Oversee transactions, ensuring accuracy and compliance
- Coordinate with custodians and third-party data providers
- Optimize resources and support advisors across locations
- Improve workflows for onboarding, account maintenance, and investments
- 7+ in client service or operations at an RIA
- Proven leadership and team management experience
- Expertise in Schwab, Fidelity, Addepar, and CRM tools such as Salesforce
- Strong communication skills and attention to detail
*Please contact Michelle Espejo via LinkedIn or email for additional info and immediate consideration.
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