Client Services Manager

Client Service Manager
Overview
A growing financial services organization is seeking a Client Service Manager to oversee client support, operational processes, and team management activities. This individual will play a key role in ensuring service excellence, managing day-to-day operational functions, and supporting business initiatives across the organization.
The successful candidate will bring strong leadership skills, operational experience, and the ability to effectively manage multiple priorities in a fast-paced environment.

Check all associated application documentation thoroughly before clicking on the apply button at the bottom of this description.

Responsibilities:
Lead and develop a team responsible for account administration, operational support, and service delivery activities.
Oversee workflow management and ensure completion of assigned tasks within established deadlines
Review operational transactions, account activity, and supporting documentation for accuracy and completeness
Serve as a resource for resolving complex operational and client-related matters
Monitor service levels and identify opportunities to improve efficiency and effectiveness
Support servicing requirements for high-net-worth and sophisticated client relationships, ensuring a high level of responsiveness and attention to detail
Partner with internal departments to support business objectives and deliver a consistent client experience
Assist with the implementation and enhancement of operational policies, procedures, and controls
Participate in projects involving process improvements, system enhancements, and business initiatives
Support risk management efforts by identifying potential operational issues and recommending solutions
Ensure adherence to internal policies, regulatory requirements, and compliance standards
Provide coaching, mentorship, and performance feedback to team members
Assist with staff training, onboarding, and professional development initiatives
Prepare and review various reports, documentation, and operational deliverables
Contribute to strategic initiatives designed to improve operational performance and scalability
Maintain a high standard of professionalism when interacting with clients, vendors, and internal stakeholders

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Qualifications:
Bachelor's degree or equivalent experience
8+ years of experience within financial services, operations, client support, account administration, or a related field
Experience supporting high-net-worth individuals, families, institutional clients, or complex client relationships
Prior experience managing or mentoring team members
Strong organizational and time management skills
Ability to prioritize multiple projects and competing deadlines
Excellent communication and interpersonal xsgimln skills
Strong analytical and problem-solving abilities
High level of accuracy and attention to detail
Proficiency with Microsoft Office applications and other business systems
Ability to work both independently and collaboratively within a team environments

Preferred Qualifications:
Experience supporting high-net-worth individuals, family offices, institutional investors, or complex multi-account client relationships
Experience within investment management, wealth management, private banking, asset management, or related financial services environments
Experience participating in operational improvement initiatives and process optimization projects
Demonstrated ability to build effective working relationships across multiple business functions
Collaborative, proactive, and solutions-oriented approach to leadership and client service
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