Job Details

Job Description

Client Service Manager

Location: Walnut Creek, CA.
Hybrid: 3 days onsite

Job Summary

Seeking a detail-oriented and client-focused Client Service Manager to join a Financial Services division. This role is critical in maintaining strong client relationships, ensuring operational accuracy, and proactively managing day-to-day activities to support advisor success. The ideal candidate is highly organized, responsive, and thrives in a fast-paced, client-facing environment. This individual will serve as a key point of contact for clients while acting as a trusted partner to advisors, supporting services such as investment management, retirement planning, tax-efficient planning, estate conservation, insurance solutions, and annuities.

Responsibilities

• Serve as a primary point of contact for client service requests, ensuring timely and accurate responses
• Maintain and update client accounts, documentation, and agreements within internal systems
• Prepare, process, and follow up on client paperwork, including applications and advisory documentation
• Execute and track money movement requests, including ACH, wires, and distributions, ensuring accuracy and completion
• Document all client interactions and activities within the CRM system
• Coordinate and prepare materials for client and prospect meetings, including agendas, reports, and presentations
• Schedule and confirm meetings, ensuring alignment on discussion topics and readiness of all materials
• Assist with proposal preparation and client presentations, as needed
• Support retirement plan services, including scheduling education sessions and handling follow-ups
• Generate and distribute client reports and statements on a periodic basis
• Maintain organized client records and documentation

Qualifications/Requirements

• 3+ years of experience in financial services, wealth management, or investment operations
• Active Series 65 or 66 license required
• Series 6 or 7 preferred/willing to get
• Working knowledge of financial planning and investment concepts preferred
• Strong written and verbal communication skills
• Ability to build and maintain professional relationships with clients and internal stakeholders
• Proficiency in Microsoft Office, including Outlook, Word, and Excel
• Highly organized with strong attention to detail and accuracy
• Professional, proactive, and team-oriented mindset
• Experience supporting high-net-worth clients preferred

Compensation Package

• Competitive salary: $90,000 - $105,000
• Discretionary year-end bonus
• Comprehensive benefits package

Disclaimer: Please note that this job description may not cover all duties, responsibilities, or aspects of the role, and it is subject to modification at the employer's discretion.

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