Located in Exeter, CA
Pay: $95k-$100k
Job Full Description
Client Services Manager (Remote Option Available)
- Location: Visalia, CA
- Employment Type: Direct Hire
- Location: Remote or On-Site
- Benefits: Quarterly Bonuses, 401k+ 3% Match, 100% employee covered health/medical benefits, Unlimited PTO, 1 month of sabbatical every 3yrs of service
- Salary: $95k-$100k
A highly respected and fast-growing wealth management firm is seeking a Client Services Manager to lead client experience, operational excellence, and advisor support. This role is ideal for a polished, detail-driven professional with deep experience in financial planning services and a passion for delivering exceptional client care.
Key Responsibilities
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Serve as the primary point of contact for high-net-worth clients
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Oversee onboarding, account servicing, and ongoing client communication
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Manage workflows, service requests, and operational processes
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Support advisors with meeting preparation, follow-up, and documentation
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Maintain CRM accuracy and ensure compliance with firm and regulatory standards
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Identify opportunities to enhance client experience and operational efficiency
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Coordinate with custodians, vendors, and internal teams
Qualifications
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5+ years of experience in financial planning, wealth management, or financial services
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Strong understanding of investment accounts, financial planning processes, and client service best practices
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Excellent communication, professionalism, and relationship-building skills
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close attention to detail and the ability to manage multiple priorities
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Proficiency with CRM systems and financial planning software
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Remote-capable with strong self-management skills
What They Offer
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Remote flexibility
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Collaborative, high-performance culture
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Opportunity to work with a respected and growing wealth management firm
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Competitive compensation and long-term career growth
Visalia, CA
2433
4002 South Demaree
Visalia, CA 93277
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