Manager, Client Service

About the Role

We are seeking a detail-oriented and proactive Manager to oversee daily operational functions within our fast-paced wealth environment. This role is critical for ensuring compliance with internal processes and supporting team performance. You will serve as the vital liaison between Wealth Teams and custodians, proactively resolving issues to ensure requests are processed with accuracy.

Your day will involve managing the execution of operations tasks, including reviewing money movement transactions and overseeing account opening and maintenance paperwork. Beyond individual contributions, you will foster a collaborative and accountable team culture, delegating tasks and assisting with workloads to ensure smooth workflow execution. You will also manage quarterly projects and maintain internal tracking to drive continuous improvement.

Our Culture

We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth, and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. Our innovative workplace fosters camaraderie, teamwork, and work-life balance.

Equal Opportunity

We are an Equal Opportunity Employer (EOE M/F/D/V) and consider qualified applicants regardless of background.

Application Process

By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.