Client Services Manager

ICC is the only wealth management firm in Nevada to be ranked nationally in the top 100 by the Wall Street Journal for over 10 years. As a fiduciary, ICC provides guidance, perspective, and judgement and does not sell investment products. Therefore, this position does not require selling, prospecting responsibilities, or book of business. For nearly 40 years our team has been a respected industry leader and innovator, managing over $2 billion in assets and earning recognition through a team culture that is uncompromising in client’s welfare, industry best practices, and ethical values.

At ICC, we challenge industry norms to help individuals, families, businesses, and institutions make better informed financial decisions while promoting employee work-life balance, continuous learning, and a collaborative team environment. Our mutual success enables us to give back generously to charitable causes across Nevada and beyond in both time and treasure.

The Opportunity:
Our concierge-level, relationship-first approach sets us apart from larger institutions, and our reputation is impeccable. Our team is collegial, highly credentialed, and deeply committed to the financial well‑being of a sophisticated clientele. Every member of our client-facing team holds a college degree or higher.

As we expand this team, we are looking for driven, thoughtful, and motivated financial professionals with experience in an advisory, client services, or financial operations role, or a recent high‑caliber graduate eager to excel and build a long‑term career in a client-facing, relationship‑driven environment with a firm that will invest in their career growth alongside them.

Your Role on the Team:
As the primary contact for our high‑net‑worth clients, you will collaborate with Investment Consultants, trading/research professionals, and firm leadership to deliver accurate, personalized, and exceptional service. To be successful in this role, one must be a motivated team player who possesses the ability to successfully work in a collaborative and fast‑paced environment. A successful Client Services Manager is willing to take ownership and accountability over their actions and is enthusiastically capable of advancing their knowledge and understanding beyond the scope of their specific functions. All staff members are expected to foster a positive workplace environment and demonstrate a strong commitment to teamwork, respect, and the shared success of the Firm.

Summary of Responsibilities:
The Client Services Managers are the primary point of contact for all designated clients, responsible for providing the highest level of investment service.

Manage client requests promptly, documenting all instructions and activity thoroughly in the CRM

Supervise client investment portfolios in accordance with their Investment Policy Statement (IPS)

Lead client onboarding administrative processes including document preparation, asset inventory, and transferability

Manage client meeting preparation, follow‑up, and ongoing relationship management, with progressively independent participation over time

Participate in client and investment committee meetings as needed

Proactively monitor daily client activity such as cash needs and requisite cash flow planning instructions

Contribute to a collaborative culture with a solutions‑oriented attitude focusing on accountability and follow‑through

Duties and Expectations:

Demonstrate, in a professional manner, passion, energy, empathy, and problem‑solving skills while delivering unparalleled value and outstanding service to our clients

Desire to work in a collaborative, team‑based culture dedicated to resolving a variety of complex client inquiries and issues

Ability to provide a high level of attention to detail and strong commitment to comply with and adhere to stringent regulatory policies, procedures, and guidelines

Successfully perform in a fast‑paced, professional environment and meet strict operational deadlines

Practice active listening and open‑ended dialogue to gain a thorough understanding of the client’s needs

Exceptionally organized, with strong attention to detail and the ability to manage multiple priorities across advisors and clients simultaneously

Respond to clients’ calls and other communications. Document client instructions, requests, resulting activity, and completion in CRM.

Prepare and communicate trade order instructions to trade department (and/or process trades), review and approve processed trades (buy/sell securities)

Order and direct the transfer of funds and securities as directed by clients including arranging client withdrawals, wire instructions, check requests, and ACH debits/credits. Daily, review client cash positions, deposits and withdrawals for each account. Process periodic distributions (IRA RMDs, monthly/quarterly income/principal, etc.)

Manage the process for establishing and transitioning accounts for existing clients as well as following new‑client onboarding procedures as assigned, by preparing Investment Advisory Agreements, custodian documents, Investment Policy Statements, and other required documentation. Ensure paperwork is prepared and submitted in good order and all follow‑up items such as the transfer securities are complete.

Prepare materials for client meetings including agendas, minutes, reports, notes, and assigned special projects; complete follow‑up tasks promptly.

Participate as client service team member in client and investment committee meetings.

Requirements:

Adherence to all regulatory compliance requirements including e‑mail and written correspondence rules, privacy policy, personal securities transactions, etc.

Ability to solve problems and follow up

Detail‐oriented with high degree of accuracy

Energetic, eager to learn, willing to cooperate

Self‑motivated with ability to work independently and under direction

Stay abreast of developments, trends, practices and legalities in the investment consulting industry

Comfort with being a "team player" and doing whatever is needed, big or small.

Able to get along with diverse personalities and work under pressure.

Follow all firm processes, procedures, and protocols.

Qualifications:

Bachelor’s Degree (required)

Willingness to actively pursue CFP certification – financially supported by the firm

Superior written and verbal communication skills

Excellent interpersonal skills

Exemplary planning and organizational skills; efficient multi‑tasker

Ability to excel in a dynamic, fast‑paced environment

Knowledge and experience with custodial platforms (preferred)

Microsoft Office proficiency, especially Excel

Advanced analytical skills and math aptitude

Knowledge of portfolio accounting and performance software programs and all other duties and responsibilities (preferred)

Compensation:

Attractive, competitive salary commensurate with experience and education.

ICC also offers a comprehensive benefits package including

Fully paid medical/dental/vision

401(k) with automatic 3% company contribution on behalf of employees regardless of their participation

Generous PTO and 10 paid observed holidays

Access to national health network concierge service

ICC places a strong emphasis on continuing education and career advancement. Our firm financially sponsors CFP and other relevant professional designations. In addition to direct mentorship from senior advisors and firm leadership, ICC provides the opportunity to expand your responsibility, specialization, and leadership.

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