Client Services Manager

Were partnering with a highly respected boutique investment advisory firm thats 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. Its 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.