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Client Service Manager

Carlsbad, CA 92009

Posted: 04/24/2023 Employment Type: Permanent Category: Administrative, Wealth Management Job Number: 18147 Pay Range: $70,000 - $85,000 DOE

Job Description

A fast-growing financial services company in Carlsbad, CA is seeking a Client Service Manager to join their team.  The company specializes in delivering personalized financial solutions to high-net-worth individuals, families and businesses.  This is a traditional, customer-facing role with clients frequently coming into the office so it requires a polished professional with excellent communication skills, attention to detail and a desire to work directly with clients.

The company has a fast-moving and lively work culture where they prioritize quality of life and a healthy work-life balance.  If you’re an ambitious CSA with a strong motivation to keep up with the exciting pace of this young company, apply now!

Pay Range: $70,000 - $85,000 DOE

  • Support the wealth management team
  • Maintain a high level of organization and multi-task various CRM tasks, including managing calendars/schedules, transferring money, and onboarding clients
  • Be the point of contact for clients, managing emails, phone calls, and meetings
  • Maintain detailed records
  • Manage and organize the workload of senior advisers
  • Maintain a high level of organization and attention to detail

  • 3-5 years of experience as a CSA
  • Experience in wealth management is required
  • Bachelor's degree is required
  • Experience with Schwab or Fidelity as a custodian
  • Excellent communication skills
  • Detail-oriented
  • Polished professionalism
  • Experience with any CRM is preferred
  • Work Onsite

  • Employee Health Benefits
  • 401k with 3% match
  • Profit sharing
  • Unlimited PTO

Apply now!

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