Client Service Manager - Hybrid (3 days in office, 2 days remote)
4 Billion+ AUM Independent RIA
Arlington,VA
Overview
Established and growing 4B+ Independent Wealth Management RIA seeks a Client Service Manager to manage the Client Service Team, and be responsible for the administrative and Client Service needs for high-net worth clientele.
The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.
Highlights
- Serve as a primary team lead for client onboarding, investment implementation, and private wealth services
- Provide excellent client experience for ultra-high net worth clients
- Participate in the growth of a fast growing, independent RIA by leading a team, servicing client needs, and maintaining and building key relationships
- Competitive compensation package including significant base salary, benefits, and bonuses
Requirements
- 5+ years Client Services experience working with HNW and UHNW clients
- Team management experience
- Bachelor’s degree or equivalent industry experience
- Track record of superior client services skills, attention to detail, and time management
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