Client Services Manager

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Experience Required:

5+ Years
At

Arista Wealth Management , we manage more than

$1.3 billion

in assets for professionals, families, and business owners. Every client interaction matters, and every detail counts. We’re seeking a

Client Service Manager

who can lead by example—balancing strategic oversight with day-to-day service execution to ensure every client experience is seamless, timely, and exceptional.
This role is ideal for someone who enjoys both

managing people and processes

while staying directly engaged with client relationships and complex service needs. You’ll mentor a talented service team, coordinate with advisors and custodians, and act as the central hub ensuring accuracy, accountability, and excellence across the client experience.
Why Join Arista Wealth?
Competitive base salary + performance bonus + profit sharing + cash balance plan
Full benefits: health, dental, vision, 401(k) with match
Direct visibility with firm leadership and opportunity for advancement
Lead a collaborative, high-performing service team in a growing $1.3B+ RIA
Influence process design and help shape the client experience model
A culture that rewards discipline, teamwork, and long-term thinking
What You’ll Do
Oversee day-to-day operations of the Client Service team and ensure timely completion of all service tasks
Manage high-net-worth client relationships with professionalism, responsiveness, and care
Handle complex service work including transfers, distributions, trust changes, and entity account maintenance
Train, mentor, and support Client Service Associates to enhance skillsets and consistency
Collaborate with advisors, planners, and operations to deliver a unified client experience
Partner with custodians (Fidelity and Schwab) to resolve escalated service issues
Maintain task systems, service dashboards, and workflow reporting
Drive continuous improvement across client service processes and documentation standards
5+ years of client service or operations experience in an RIA or financial services firm
Prior experience managing or mentoring a small team strongly preferred
Advanced knowledge of custodian systems (Fidelity, Schwab, etc.)
Strong relationship management and communication skills
Excellent organizational discipline and attention to detail under deadlines
Experience with Redtail, Orion, Monday.com, and Microsoft Office Suite
Must be based in Las Vegas and available to work on-site (non-negotiable)
This is for those who can lead with precision, build trust through consistency, and bring order to complexity. Apply now on LinkedIn to connect!

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