Senior Client Service Manager, Wealth Advisory

At Monograph, we believe a family’s wealth is an expression of effort, industry, history, values, and purpose. This is why we proudly advise individuals and families who have or are creating multigenerational wealth. We serve as a fiduciary to our clients, providing thoughtful guidance, disciplined planning, and a client experience designed to help families make informed decisions with clarity and intention. The client service team plays a critical role in advancing this mission. Through attentive client support, thoughtful coordination, and a commitment to accuracy and responsiveness, our client service team helps facilitate a seamless experience for our clients and advisors. By cultivating deep client relationships, managing complex financial planning needs, and supporting the day-to‑day delivery of wealth management services, the team is foundational to serving clients with consistency, care, and excellence. Position Overview Monograph is seeking a Client Service Manager to join our team in Manhattan Beach, CA. Reporting to firm leadership, the Client Service Manager will service some of the firm’s largest clients, as well as oversee the day‑to‑day execution of client service operations. This role is responsible for directing client service delivery, managing a team of client service professionals, and driving operational excellence across the client experience. The Client Service Manager plays a central role in coordinating service delivery, enhancing workflows, and ensuring consistency, accuracy, and responsiveness across all client interactions. In close partnership with Advisors, the Client Service Manager translates client needs into a coordinated, high‑quality service delivery. The ideal candidate is highly organized, detail‑oriented, and thrives in a collaborative, fast‑paced environment. They bring a commitment to team development and delivering an exceptionally thoughtful, elevated, and high‑touch client experience while maintaining strong operational organization and discipline in a growing firm environment. Skills and Experience Required Deep expertise with various types of investment accounts (IRAs, Trusts, 401(k)s, Donor‑Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and related custodial processes (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.) Strong working knowledge of various trust and entity types and related client service processes Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems Prior experience supervising or mentoring team members, including delegation, quality control, and performance feedback 4‑year undergraduate degree and at least 8 years of relevant work experience for a financial services firm Preferred Strong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional), CRM platforms (e.g., Salesforce, RedTail), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms (e.g., eMoney, MoneyGuidePro) and eSignature platforms (e.g., Docusign) Experience with securities trade processing Interest in advanced education as a financial professional, e.g., CFP designation Duties Include Client Service Team Management Oversee a team of approximately four client service professionals, including workload allocation, prioritization, and ongoing mentorship and development Organize regular team meetings and training sessions Manage quarterly deliverables and team initiatives (e.g., client reporting across team, tax season preparation and 1099 deliveries, RMD processes, annual gifting, etc.) Establish and monitor team performance standards, ensuring accuracy, timeliness, and consistency across all client service deliverables Review and approve select client service activities (e.g., onboarding documentation, money movement requests) in alignment with firm policies and supervisory procedures Identify process improvement opportunities and implement scalable workflows, documentation, and internal controls Perform individual team member check‑ins and reviews Serve as a primary escalation point for complex client service matters and cross‑function coordination with advisors, trading, marketing, operations, and compliance Complex Client Management Serve as the dedicated client service professional for some of Monograph’s most complex clients Develop strong relationships with dedicated clients and their service professionals (e.g., client CPAs, estate attorneys) Execute money movements and day‑to‑day custodial paperwork needs Execute quarterly client reporting processes and financial plan updates Execute annual financial planning tasks and coordinate tax document preparation and reporting initiatives Salary and Benefits Monograph considers the entire compensation offering when acknowledging team member contributions which includes a base salary and discretionary bonus. The current base salary range is $150,000 - $170,000 and is determined by the scope of leadership responsibilities, team oversight, experience, certifications, and other factors. The discretionary bonus is currently paid quarterly and determined by individual performance, firm performance, and market and other factors. Additional benefits include health care benefits, paid time off, and 401(k) plan with employer match. Monograph also supports continuing education efforts (e.g., notary, CFP, CFA, educational courses). This position is open immediately and until filled. Interested applicants should provide their resumes with a cover letter via LinkedIn or to View email address on click.appcast.io. No phone calls please. Monograph Wealth Advisors is an Equal Opportunity Employer, recruiting and hiring qualified candidates without regard to actual or perceived age, race, color, national origin, religion, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law. #J-18808-Ljbffr Monograph Wealth