Client Service Manager

Private wealth management firm, based in San Francisco, is seeking a Client Service Manager to join their client service team. Primary responsibility will be to provide support services to ultra-high net worth clients. The ideal candidate will have at least five years of experience as a client service professional in family wealth management, financial services, or accounting; with strong interpersonal skills, and success in supervising and facilitating team collaboration across departments.

Responsibilities:

• Manage client relationships to ensure that all aspects of our client service offering are being addressed (investments, tax and estate planning, insurance, and philanthropy)
• Serve as a key point of contact for day-to-day client service needs (transfers, wires, checks, trading)
• Help manage the onboarding and implementation for new clients
• Review quarterly investment performance reports for accuracy
• Develop client asset allocations and rebalancing recommendations
• Participate in client meetings and related meeting preparation, as needed
• Proactively service client needs and research and resolve client questions
• Perform ad hoc analyses for clients' financial planning needs
• Manage relationships with client's outside advisors (CPA, insurance broker, banker, attorney)

Requirements:

• Bachelor's degree required, CFP, CPA, or CFA preferred.
• Be a self-starter, detail oriented, reliable, dedicated, collaborative, intellectually curious, with a friendly and positive personality
• 5-6 years relevant industry experience, ideally at a high-net-worth RIA or wealth management firm
• Top-notch written and oral communication skills
• Ability to handle multiple projects for various team members simultaneously
• Proficiency with Excel, Word, PowerPoint, and Adobe Acrobat Professional
• Experience with relevant software a plus (portfolio rebalancing and financial planning) and familiarity with custodian platforms (Schwab and Fidelity) highly desirable

Starting salary: $150k annually, based on experience. Full benefits include, health, dental, life insurance, 401(k) plan and profit sharing.