Client Service Manager

Job Description

Job Description

Job Title : Client Service Manager

Location : La Mesa, CA

Status : Part-time HYBRID Flexible hours (20-25 hours / week)

Compensation : $35 / hr-$45 / hr

We are a tight knit wealth management team dedicated to helping individuals, families, professionals and business owners meet their individual financial goals. We provide honest, objective, and intelligent advice based on a comprehensive planning process with customized tools. We pride ourselves on our white-glove service experience grounded in integrity, passion, and a commitment to excellence. We work on a referral-only basis.

Sound appealing? We operate with a set of shared values : hard work, humility, optimism, responsiveness, and doing whatever needs to be done. We are building a team with people who share our vision and want to make a real impact. This is an exciting opportunity to welcome a Client Service Manager to the team that will play a crucial role in supporting financial advisors while making sure clients receive seamless, proactive, and thoughtful service.

The attributes that we are looking for in a teammate include :

• Unwavering attention to detail and accuracy
• Client first attitude
• Strong relationship management skills
• Ability to anticipate needs and think strategically
• Natural problem-solving instincts with proposed solutions in hand
• Passion for caring for and serving others
• Self-motivated, organized, and deadline-oriented
• Exceptional verbal and written communication skills
• Professional integrity and discretion in handling confidential matters
• Ability to work independently

As a Client Service Manager , you can expect to :

Qualifications for this role include :

Whatever path you choose, your commitment to our team will be met with mentorship, learning opportunities, and room to grow.

As a Client Service Manager , you'll work alongside driven, caring professionals helping successful individuals and families pursue their dreams with clarity and confidence. Your work will directly impact clients' lives — and you'll grow personally and professionally along the way.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both of us and you. We look forward to meeting you!