VP, Client Services

Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.VP of Client Services | Wealth Management Firm | San Francisco; HybridOur client is a rapidly growing global financial services firm seeking an experienced leader to oversee and elevate its client service organization. This is a highly visible opportunity to lead high-performing teams, partner with senior leadership, and drive operational excellence across a sophisticated, client-focused business.This is a unique opportunity to step into a highly visible leadership role with a rapidly growing financial services firm where you'll have the ability to shape the client service organization, influence firmwide initiatives, and work closely with senior leadership. The firm offers a collaborative, people-first culture, competitive compensation and bonus, comprehensive benefits, a 401(k) match, generous PTO, and strong long-term career growth.ResponsibilitiesLead and develop managers and client service teams across multiple locationsEstablish and maintain best-in-class service standardsPartner with advisors and cross-functional teams to deliver an exceptional client experienceDrive process improvements, operational efficiency, and strategic initiativesOversee client onboarding, money movement, custodial operations, and escalated service mattersManage alternative investment subscription processesDevelop scalable workflows, reporting, training, and performance metricsFor fastest consideration, reach out to Michelle Espejo via email or LinkedIn.