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Client Service Manager

Carlsbad, CA

Posted: 10/23/2024 Employment Type: Direct Hire Category: Wealth Management Job Number: a0CUm00001bgEZMMA2 Location Requirements: Onsite Industry: Financial Services

Job Description

A premier financial services firm is seeking a Client Service Manager to join their team at their team onsite in Carlsbad, CA! This role offers the unique opportunity to work closely with the company's founder, providing dedicated support to high-net-worth clients in a dynamic and high-energy setting. They are looking for seasoned candidates who are polished, confident, and genuine, with exceptional relationship-building skills and a strong work ethic. Candidates must have at least 2-3 years of experience as a CSA with experience at an RIA or large firm and the ability to keep up with the demands of the role. If you have extensive experience in financial services, particularly with high-net-worth clients, and thrive in a dynamic and challenging environment, this is your chance to shine at a fast-moving and lively company that prioritizes quality of life and a healthy work-life balance.

Salary Range: $80,000 - $100,000 / year DOE

Client Service Manager Requirements:

  • 2-3+ years experience as CSA
  • Experience at an RIA or large firm
  • Experience working with ultra-high-net-worth clients ($5 million+)
  • Series 65 or 66 or CFP certification preferred but not required
  • Bachelor s degree is required
  • Proficiency with RedTail, Schwab & Fidelity, Orien, Microsoft Suite, and RingCentral
  • Exceptional interpersonal and communication skills
  • Strong problem-solving and analytical abilities
  • High level of attention to detail and organizational skills
  • Ability to thrive in a fast-paced and dynamic environment
  • Must be able to work onsite in Carlsbad, CA (5 days per week)

Client Service Manager Responsibilities:

  • Serve as the right hand to the owner, supporting his extensive book of business
  • Handle client service requests, including moving money and onboarding new clients
  • Prepare for and follow up on client meetings
  • Manage client communications, ensuring timely and accurate responses
  • Oversee meeting preparation and follow-up, ensuring all client interactions are smooth and professional
  • Maintain detailed and accurate records, and ensure compliance with industry regulations

Benefits:

  • Employee Health Benefits
  • 401k with match
  • Profit sharing
  • PTO + PSL + Paid holidays
  • Annual raises and reviews
  • Family-oriented & great culture with vibrant, energetic personalities
  • Brand new office space with golf simulator
  • Fast-paced, modern entrepreneurial style="">Apply now!


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About Carlsbad, CA

Start your next chapter in scenic Carlsbad, California! Known for its stunning beaches, year-round sunshine, and vibrant cultural scene, Carlsbad offers a truly unique backdrop for career growth. Imagine working in this coastal paradise, with attractions like Legoland California Resort, the Flower Fields, and the historic Leo Carrillo Ranch adorning your commute. Enjoy exploring local art galleries, catching a play at the New Village Arts theater, or cheering on the San Diego Legion rugby team at Torero Stadium. With numerous parks, hiking trails, and top-rated golf courses nearby, Carlsbad provides the perfect work-life balance. Let our job listings connect you with exciting opportunities in this dynamic region – where every day feels like a vacation!
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