Manager, Client Service & Operations

Manager, Client Service & Operations

Jennifer Fukumae with Robert Half's Finance & Accounting Division is partnering with a well-established wealth advisory firm that provides personalized financial management services to individuals, families, and institutional clients. With approximately $1.2 billion in assets under management, the firm offers strategic investment solutions designed to help clients achieve their long-term financial goals. This firm is known for its client-centric approach, collaborative culture, and commitment to excellence. The team takes pride in providing customized, high-touch advisory services while leveraging leading technology and operational best practices to deliver an exceptional client experience. As the firm continues to grow, it remains deeply focused on fostering a supportive environment that values both professional development and teamwork.

The firm is seeking a Manager, Client Service & Operations to lead a team of five professionals across Client Service, Operations, and Trading. This individual will play a key role in ensuring that all client and firm activities are executed with accuracy, timeliness, and regulatory compliance, while continuously improving operational processes and supporting the firm's overall growth. This is an excellent opportunity for a seasoned professional who enjoys managing people, driving efficiency, and maintaining a strong client focus in a dynamic wealth management environment.

Requirements:

• Lead and mentor a team of five professionals across Client Service, Operations, and Trading.
• Oversee daily, monthly, quarterly, and annual transactions, ensuring accuracy, compliance, and timely completion.
• Collaborate with custodians and external data providers to ensure seamless service delivery.
• Evaluate Advisor requests across multiple offices and allocate team resources effectively.
• Partner with the Director of Operations to refine and implement processes for client onboarding, performance reporting, and transaction reconciliation.

What We're Looking For:

• 7+ years of experience in Client Service and/or Operations within an RIA or wealth management firm.
• Proven managerial experience with a strong ability to lead, coach, and motivate a team.
• Excellent communication skills and comfort interacting directly with high-net-worth clients.
• Strong attention to detail and commitment to delivering high-quality work.
• Proficiency with Salesforce, Black Diamond, and/or Addepar strongly preferred.

Why This Firm:

• Collaborative and team-oriented culture with a strong client-first mindset.
• Hybrid work environment with flexibility and work-life balance.
• Opportunity to make a direct impact and grow with an established, respected firm.

Interested in this opportunity? Apply directly and connect with Jennifer Fukumae on LinkedIn for the fastest consideration or to learn about other wealth management opportunities that may align with your background.