Client Service Manager - Wealth Management Firm

robert halfWalnut Creek, CA

yesterday

Occupations

First-Line Supervisors of Office and Administrative Support Workers First-Line Supervisors of Personal Service Workers Personal Service Managers, All Other

Industries

Portfolio Management and Investment Advice Miscellaneous Financial Investment Activities Trust, Fiduciary, and Custody Activities

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About the role

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Client Services Manager | Wealth Management Firm | Walnut Creek Join a growing wealth management firm in a highly visible leadership role with the opportunity to make a meaningful impact as the business continues to scale. You'll lead the Client Service team, partner closely with advisors and firm leadership, and help build the operational infrastructure needed for continued growth. This is an ideal opportunity for someone who enjoys leading and developing people while staying hands-on. You'll have ownership over client service, onboarding, workflows, technology, and process improvement, with the opportunity to introduce greater automation and efficiency across the firm. The company also offers strong compensation + bonus potential, company-paid health and dental coverage, 401(k) contributions, PTO, and professional development support.

Responsibilities: Lead, mentor, and develop the Client Service Associate team Oversee day-to-day client service and operational workflows Manage client onboarding, account openings, transfers, and ongoing account administration Serve as the escalation point for complex client service matters Build and improve scalable processes, procedures, and controls Partner with advisors, compliance, and leadership across firm-wide initiatives Oversee operational technology, including CRM, reporting, and workflow platforms Drive automation, systems improvements, and AI-enabled initiatives Help build the operational infrastructure to support continued firm growth For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.

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JOB OVERVIEW

Experience level

Senior

Location

Walnut Creek, CA

Occupation

First-Line Supervisors of Office and Administrative Support Workers

Industry

Portfolio Management and Investment Advice

Posted

yesterday

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