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KC
Key Consulting
Client Service Manager
Career Insights for Customer Service Manager (General)
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Scorecard
Based on Massachusetts data
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What they do
A Customer Service Manager manages staff that provide customer service for a company. Assists staff as needed, or deals directly with customers. Implements policies with regard to company products or services. Answers questions, resolves problems and complaints and approves refunds or exchanges for customers.
$83,776 / year median in Massachusetts
+1% projected growth
Job Description
Position Overview A boutique wealth management firm is seeking a highly motivated Operations Associate & Client Service Manager to serve as the operational backbone of a growing investment-focused advisory practice. This is a unique opportunity for an experienced financial services professional who thrives in a fast-paced, entrepreneurial environment and wants to play a critical role in scaling a boutique firm. This individual will work directly alongside the Founder to streamline operations, elevate the client experience, and build the infrastructure necessary for future growth. This role offers a clear path toward senior operational leadership, including potential advancement role within 2-3 years. Key Responsibilities
- Serve as the primary point of contact for client service needs and operational inquiries.
- Manage client onboarding, transfers, money movement, and account servicing.
- Process wire transfers, ACH transactions, journal entries, and account maintenance.
- Coordinate subscription documents, capital calls, and alternative investment administration.
- Build and improve internal workflows, SOPs, and operational systems.
- Support compliance-related administrative and operational functions.
- Manage CRM workflows and portfolio reporting systems.
- Leverage AI and automation tools to improve efficiency. Qualifications
- 5+ years of experience in wealth management, financial advisory operations, or client service.
- Strong experience with client onboarding and transactional workflows.
- Experience with Charles Schwab or similar custodial platforms.
- Proficiency with Redtail CRM and Orion Advisor Tech preferred.
- Advanced proficiency in Microsoft Office Suite.
- Strong written and verbal communication skills.
- Highly organized with strong attention to detail. Preferred Experience
- Exposure to private investments, subscription documents, and capital calls.
- Experience supporting alternative investments.
- Knowledge of estate planning workflows.
- Series 65/66 a plus, but not required.
- Interest in CFP certification welcomed.