Client Service Manager

Manage onboarding, account openings, and operational support.,Serve as a primary point of contact for clients, internal partners, custodians, and service teams.,Process wires, address changes, and other account updates accurately and promptly.,Assist Relationship Managers with materials, tracking, and reporting.,Research and resolve client inquiries in a timely and professional manner.

Bachelor’s degree (preferred),3-5+ years of experience in asset management or a comparable industry (e.g., investment consulting, wealth management). Prior Private Wealth account management experience preferred.,Experience in a client service role in brokerage, investment advisory, or financial services industry, understanding high-net-worth clients' needs.,Excellent verbal and written communication skills.,Detail-oriented and organized, able to manage multiple priorities and deadlines.,Collaborative team player who can also work independently.,Proficient in Microsoft Office applications (Excel) and internal platforms/systems.

Bachelor's Degree (preferred)

Flexibility to work in a hybrid role with required weekly in-office attendance.,Does not offer visa sponsorship.,Must be legally eligible to work at the specified location(s).