Client Services Manager

We’re partnering with a highly respected boutique investment advisory firm that’s looking to add an experienced Client Relations & Investment Services professional to its team. This is a broad, hands-on position combining investor support, investment operations, and day-to-day office coordination within a close-knit environment.  It’s an ideal opportunity for an experienced professional who enjoys working directly with clients, keeping an office organized, and taking ownership of the many details that help a smaller investment firm operate successfully.

Highlights

• Central role within the firm:  Serve as a trusted point of contact for clients, investors, senior leadership, and outside service providers.
• Client-facing exposure:  Support investor communications, meeting preparation, information requests, and ongoing relationship management.
• Hands-on and varied:  Work across investment operations, client reporting, administrative support, and day-to-day office management.
• Small-team environment:  Join a close-knit firm where dependability, sound judgment, and a willingness to wear multiple hats are highly valued.

Responsibilities

• Answer and direct incoming calls, emails, and general inquiries.
• Support investor communications, meeting preparation, follow-up items, and information requests.
• Assist with client onboarding, account documentation, subscriptions, redemptions, and other operational activity.
• Coordinate with custodians, administrators, investment professionals, and outside service providers.
• Help prepare client materials, reports, presentations, and correspondence.
• Maintain accurate client records, contact information, and internal documentation.
• Coordinate calendars, meetings, conference rooms, travel, and occasional client events.
• Manage office supplies, vendors, mail, deliveries, and other day-to-day office needs.
• Support senior team members with administrative and operational projects as needed.

Your Background

• Relevant experience in investment management, wealth management, financial services, client service, executive support, office management, or a related environment.
• Prior experience supporting investors, financial accounts, or investment operations is preferred.
• Strong communication and interpersonal skills with a polished, professional approach.
• Organized, detail-oriented, and proactive; someone who takes pride in creating a positive experience for clients and colleagues.
• Comfortable managing multiple priorities and taking ownership within a smaller office.
• Strong Microsoft Office skills, particularly Outlook, Word, Excel, and PowerPoint.
• A dependable, flexible, and low-ego professional who enjoys wearing multiple hats and contributing wherever needed.