Director of Client Service
Position Summary
A large, nationally recognized wealth management firm is seeking an experienced Director of Client Service to lead and expand its Client Service organization. This individual will partner directly with one of the firm’s Managing Partners to build and scale a high-performing Client Service team while delivering an exceptional client experience.
This is a highly visible leadership opportunity for a seasoned wealth management professional who thrives on developing people, improving processes, and creating operational excellence. The Director will oversee a growing team of Client Service Associates, manage escalated client service matters, and play a key role in the continued growth of the organization.
Key Responsibilities
- Lead, coach, mentor, and develop a growing team of Client Service Associates.
- Recruit, hire, onboard, and retain top client service talent.
- Partner closely with executive leadership to execute the firm’s client service strategy.
- Oversee the day-to-day operations of the Client Service department to ensure exceptional service delivery.
- Serve as the primary escalation point for complex client service issues and ensure timely, effective resolutions.
- Manage and oversee the firm’s client service ticketing and workflow management systems.
- Identify opportunities to improve operational efficiencies, client experience, and internal processes.
- Establish performance expectations, monitor key service metrics, and provide ongoing coaching and accountability.
- Collaborate with advisors, operations, compliance, and other internal departments to deliver a seamless client experience.
- Foster a collaborative, client-first culture focused on continuous improvement and professional development.
Qualifications
- FINRA Series 7 license required.
- Additional FINRA licenses, or the willingness to obtain them, is required.
- Minimum of 7 years of experience within the wealth management industry.
- Minimum of 5 years of leadership experience managing client service, operations, or support teams.
- Demonstrated success leading, coaching, and growing high-performing client service teams.
- Strong understanding of wealth management operations, advisor support, and client servicing.
- Experience managing escalated client service issues with professionalism and sound judgment.
- Experience working with client service ticketing or workflow management systems.
- Salesforce experience is highly preferred.
- Highly tech savvy, with the ability to quickly learn and leverage technology to improve workflows and team performance.
- Strong organizational, communication, and problem-solving skills.
- Proven ability to thrive in a fast-paced, high-growth environment.
What You’ll Bring
- A servant leadership mindset with a passion for coaching and developing others.
- Strong operational and organizational skills with exceptional attention to detail.
- A proactive, solutions-oriented approach to leadership and client service.
- The ability to influence across all levels of the organization.
- A desire to build, scale, and continuously improve a growing client service team.
Why This Opportunity?
This is an outstanding opportunity to join a large, nationally recognized wealth management firm in a highly visible leadership role. You’ll work directly with executive leadership, help shape the future of a growing Client Service organization, and make a lasting impact on both the employee and client experience.
Pay: $90,000.00 - $105,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
