Client Services Manager - Wealth Management
$60k - $90kWealth Enhancement Group
Wealth Enhancement Group is looking for a Client Service Associate / Client Service Manager in Malvern, PA. This role emphasizes exceptional client service, operational excellence, and relationship building. You will assist clients with their financial needs and help drive team success. The position requires a Bachelor’s degree and at least 3–5 years of relevant experience, along with strong communication and problem-solving skills. Comprehensive benefits are included, along with a base salary ranging from $60,000 to $90,000. #J-18808-Ljbffr
$110k - $135k
...Overview As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high... ...roles and opportunities within Client Service Partner with Wealth Managers to understand their business and pipeline in order...SuggestedWork at officeLocal areaMonday to FridayFlexible hours- ...Lenox Advisors is seeking a Client Service Manager to build and maintain strong relationships with client service associates (CSA) and relationship managers (RM). The ideal candidate will possess a deep understanding of insurance and investment principles, along with...Suggested
$115k - $125k
...Position Overview The Client Service Operations Manager will support Team Kaminsky, one of Neuberger’s largest Private Wealth Management teams. This is a "player/coach" role for a hands‑on operator who will initially execute alongside the team while building the systems...SuggestedLocal areaShift work$115k - $125k
...Neuberger in New York is seeking a Client Service Operations Manager to lead operational excellence within Team Kaminsky, one of its largest Private Wealth Management teams. This role combines direct client servicing with managerial responsibilities, ensuring high-quality...Suggested$45k - $65k
...National Financial Partners in Oklahoma City is seeking a dedicated Client Services Manager to join their thriving independent wealth management firm. The successful candidate will coordinate client appointments, prepare client data, and ensure excellent client service...Suggested$62.5k - $87.5k
...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...with Wealth Management Advisors in delivering client service and supporting high-net worth clients. Working under moderate...Work experience placement- ...Farther, located in Georgia, seeks a Client Relationship Manager to be the central point of contact for clients. You’ll ensure a seamless client... ...possess significant client-facing experience in financial services and be detail-oriented. The role offers competitive compensation...
- ...Gallagher is seeking a Private Client Service Manager in New York to manage personal insurance programs for High Net Worth individuals. In this role, you will build relationships, counsel clients on insurance options, and lead a team to ensure exceptional service. You...
$40k - $78k
...A leading insurance provider is seeking a Client Service Manager to provide high-quality support to clients in a remote role covering the Whippany, NJ zone. This full-time position offers a competitive salary range of $40,000–$78,000 per year, depending on experience....Full timeRemote work$170k - $215k
...The Role The Wealth Management Client Analytics Director is a strategic analytics leader responsible for shaping and advancing the analytics vision... ...business intelligence within asset management or financial services, with strong preference for wealth management intermediary...Work at officeLocal area- ...support professional for their New York office. This hybrid role will involve onboarding, data collection, and day-to-day servicing for Real Estate clients' Property and Casualty insurance programs. The ideal candidate will have experience in Commercial Insurance and...Work at office
$62.5k - $87.5k
Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors... ...with Wealth Management Advisors to provide client service and support high‑net‑worth clients. Operate under moderate...Work experience placement$80k
...national reputation for delivering exceptional services while fostering high-quality work... ...with the tools, knowledge, and hands-on management support necessary for long-term success.... ...immediate opening for a talented and motivated Client Service Manager for our NYC region. The...Immediate start$80k - $140k
...A financial services technology firm is seeking a Client Manager focused on Wealth Management clients in New York, NY. This role involves ensuring client satisfaction and retention through effective delivery of services and building strategic relationships. Candidates...$120k - $140k
...driven community where integrity guides decisions, relentless service sets the bar, and we thrive on big challenges together. We... ...impact at scale.Job Description:Job Summary:The Sr. Project Manager of Client Services will serve as a key leader in successfully managing...Local area$120k - $150k
Nomura, a leading global financial services group, is seeking an Associate in New York for their Global Listed Real Assets team. The role involves engaging with clients to enhance understanding of GLI offerings and developing various investment communication materials....$34.61 - $36.05 per hour
...Job Title: Ice Rink Client Service Manager Overview Operations Management role overseeing all daily rink operations to maintain a safe, clean, and welcoming environment for guests and staff. Responsible for opening/closing procedures, operational readiness, and facility...Full timeSeasonal workWork at officeNight shiftAfternoon shiftEarly shift$23 - $31 per hour
...Job Description The Client Services Manager will support daily operations by coordinating between clients, vendors, and various Steiner departments in a fast-paced, team-oriented environment. This individual must be highly organized, detail-oriented, and capable of managing...Hourly payFlexible hoursNight shift$65k - $72k
...The Client Service Manager (CSM) oversees on-site operations across multiple project sites, ensuring high-quality service delivery, staff management, and client satisfaction. Acting as the primary point of contact, the CSM supervises daily operations, maintains compliance...Temporary workLocal area- ...CI Azumano is looking for a Client Services Manager to lead onboarding and provide strategic support to User Agencies in a remote capacity. The successful candidate will manage relationships and ensure long-term engagement through tailored strategies and proactive account...Remote work
$70.83k - $106.5k
...international trade consulting, compliance and freight forwarding services around the world. Livingston has over 3,000 employees at... ...how you can make an impact at Livingston. JOB SUMMARY The Client Service Manager (CSM) is responsible for managing Livingston client...Full timeWork experience placementWork at officeFlexible hours$60.48k - $103.67k
...environments. Our aim isn’t just about improving buildings; it’s about creating perfect places that improve people’s lives. Client Service Manager – Responsibilities Manage assigned service agreement accounts, driving to a financial target and outstanding customer...Permanent employmentWork at officeImmediate start- ...We are seeking an organized, proactive, and client-focused Client Services Manager to act as the primary liaison between our company and our valued clients. The ideal candidate will ensure a seamless client experience by managing communications, coordinating service delivery...Contract workWork at office
- ...Overview Are you ready to take your career to the next level by working with prestigious clients and delivering tailored insurance solutions? As a Private Client Service Manager at Gallagher, youll be the trusted advisor for High Net Worth individuals, managing their...
$110k - $215k
Bank of America is seeking a talented professional in New York to expand client relationships and advise on Private Bank capabilities. The ideal candidate should have over 7 years of experience managing high-net-worth clients and knowledge of banking and investments. The...$80k
Talent is seeking a Client Manager for a well-funded wealth-tech startup in NYC. This fully onsite role involves engaging warm leads to sell financial services and building strong customer relationships. The ideal candidate should have 1+ years of sales experience, a motivation...$95k - $110k
...Job Title: Senior Client Services Manager Location: Remote, US Exemption Status: Full-time, Exempt Who We Are Impiricus is the first and only AI-powered HCP Engagement Engine. In 2025, Deloitte named Impiricus the #1 fastest growing company in North America for their prestigious...Full timeTemporary workWork at officeLocal areaRemote workHome officeFlexible hoursShift work$85k - $115k
...Responsibilities Perform KYC onboarding, including fund client (i.e. Cayman fund clients) onboarding, preparing client agreements and... ...Utilize vendor applications, in-house systems and EUC tools to manage daily work. Provide performance metrics, KPIs and regulatory reporting...Work experience placementFlexible hours- ...Overview: A leading global financial services firm is seeking a Client Service Manager to support real estate and alternative investment fund clients within a fund administration environment. Responsibilities: Manage and support multiple client relationships within real...
- ...Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected... ...we ’re more than just a global leader in insurance, risk management, and consulting services. We’re a community of over 30,000 service‑minded...Live outWork at officeLocal areaFlexible hours
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