Posted 03/25/2025
Job Number: 12372

Wealth Management Client Services Manager

Garden Ridge, Texas • Onsite

Industry: Financial Services

Job Category: Finance

Job Type: Direct Hire

Salary: $85,000 - $100,000/Annually

Apply Now
Sign Up For Job Alerts

Share This Job

Job Description

A rapidly growing Registered Investment Advisor (RIA) managing over $3 billion in assets, located in Garden Ridge, Texas, is seeking an experienced Wealth Management Client Services Manager to lead and optimize their client service operations. This is an exceptional opportunity for a hands-on manager with RIA expertise to shape processes, mentor a team, and contribute to the firm’s exponential growth—all within a culture that blends professionalism with Texas charm. If you are a proactive leader who thrives in scaling operations, loves client service, and wants to grow with a collaborative team, this role offers the perfect mix of leadership and impact. 

Wealth Management Client Services Manager Requirements: 

  • 5+ years of client service experience in an RIA  
  • 3+ years of supervisory/management experience in wealth management or financial services 
  • Bachelor’s degree (or 10+ years of relevant experience in place of degree) 
  • Proficiency with Redtail CRM, Schwab, Tamarac, and Microsoft Suite (training provided on firm-specific tools) 
  • Strong operational mindset with the ability to audit, improve, and scale workflows 
  • Client-focused attitude with willingness to pitch in on paperwork/service tasks as needed 
  • Excellent communication skills to collaborate with advisors, the CSA team, and leadership 

Wealth Management Client Services Manager Responsibilities: 

  • Lead and mentor 3 Client Service Associates, ensuring seamless support for 550+ households 
  • Oversee client onboarding, CRM workflows, and compliance processes 
  • Resolve escalated client issues and maintain high service standards 
  • Audit and optimize operational processes to support firm growth 
  • Collaborate with advisors and COO to implement scalable systems (e.g., Vestmark for model management, FormsLogic) 
  • Ensure team adherence to firm policies and Schwab/Tamarac custodial procedures 

Benefits: 

  • Retirement, health, dental, and vision plans  
  • Hybrid flexibility 
  • Paid conferences and credential support 
  • Team outings  
  • Clear growth path to senior leadership  
  • Relaxed culture  

Apply now to join a team where your trial skills and work ethic directly fuel your success!  

#LI-SB1 

Job ID: a0CUm00002RfdrOMAR

Apply Now

Related Jobs

Posted 04/17/2025

Client Service Associate

Dallas, TX

• Customer Service

• Onsite

• Direct Hire

Apply Now Job Details

Posted 04/14/2025

Licensed Relationship Manager

Dallas, TX

• Wealth Management

• Onsite

• Direct Hire

Apply Now Job Details

Posted 04/10/2025

Bookeeper

Livingston, TX

• Accounting

• Onsite

• Direct Hire

Apply Now Job Details

About Us

At Boutique Recruiting, we specialize in personalized, connection-driven placements, empowering candidates to achieve their goals. Committed to bold, impactful solutions, we fill roles of all types-full-time, part-time, and more-ensuring success for clients, candidates, and employees alike.

Pin Icon
3 Dot Accent

5-Star Reviews From Our Candidates

"Erika was the most wonderful recruiter I have ever worked with. She is great at her job and really helped guide me and place me in a wonderful new role. Thanks for believing in me and helping me not short change myself. Wish all recruiters were as friendly, informed, and as knowledgeable as her!"

Magaly B.

Candidate

"Boutique Recruiting is the best! I applied for a job via their page on LinkedIn and Irene Hernandez from their office called me immediately to discuss the role. She set up an interview asap and was such a great support during the whole process. I could call her anytime with questions and best of all, I got the job! Thank you Boutique Recruiting!"

Kate W.

Candidate

"Can’t say enough about the great job Amy did in matching me up with a new role. She found me through an online resume and took the time to learn about me and what I was looking for, as well as considering her client’s needs. Communication was excellent and she handled the entire process very professionally. Very impressed with Boutique Recruiting! Thank you!"

Doug B.

Candidate

"Jeff Parker was the most diligent of all the recruiters who contacted me through LinkedIn and matched me up with a perfect job at a great law firm. He's an excellent communicator and highly professional with great follow-through."

Helen G.

Candidate