Client Services Manager – Full-Time, On-Site
Location: Midtown Manhattan, NYC
Level: Mid-Level
Reporting To: VP of Product
About the Company:
Our client is a leading wealth management platform that helps individuals build and safeguard their wealth through innovative technology and outstanding customer service. With its fast-paced environment and a seasoned leadership team, our client combines the energy of a growing company with the stability of experienced management. Based in New York City, they are revolutionizing the wealth management industry.
They are currently looking for a Client Services Manager to join their Client Experience team. This role is perfect for someone who is passionate about delivering exceptional service, thrives in a collaborative environment, and enjoys playing a central role in improving processes and building client relationships.
In this role, the Client Services Manager will work closely with financial advisors, clients, and internal teams to streamline onboarding, facilitate account management, and contribute to an outstanding overall experience. This is a unique opportunity to be part of a company at the forefront of wealthtech innovation.
Responsibilities:
- Guide clients and advisors through the account opening process, ensuring a smooth and efficient experience.
- Assist clients with funding their accounts and troubleshoot issues in collaboration with internal teams.
- Serve as the main point of contact for a roster of financial advisors, fostering strong, trust-based relationships.
- Gather and relay feedback to inform platform improvements and enhance the client experience.
- Contribute to the development and refinement of processes that enable the team to scale effectively.
Requirements:
- 2+ years of experience in a client-facing or account management role, ideally in financial services.
- Bachelor’s degree.
- Working knowledge of financial markets, investment products, and client onboarding processes.
- Strong communication and interpersonal skills, with a service-oriented mindset.
- Excellent organizational and problem-solving abilities.
- Comfortable multitasking and working in a fast-paced, evolving environment.
- Self-starter with a collaborative spirit and a desire to improve systems and workflows.
- Availability to work in person and engage regularly with leadership and team members.
Nice to Have:
- FINRA Series 7 and/or Series 63 licenses.
- Experience in wealth management or financial advisory platforms.
- Familiarity with client onboarding software and CRM tools.
Benefits:
- Competitive salary, annual bonus, and stock options.
- Full healthcare, dental, and vision coverage.
- 401(k) plan with company match.
- Commuter benefits and gym perks.
- Generous PTO and a wellness-focused culture.
