Our client, a well-established, boutique wealth management and financial planning firm in Westlake Village, is looking to add a Client Services & Operations Manager to support its growing client base and day-to-day operations.
Key Responsibilities
Serve as a primary point of contact for clients, providing responsive, high-touch service and ensuring an excellent overall client experience.
Manage new client onboarding, including account opening, transfers, paperwork, funding and ongoing account maintenance.
Coordinate client requests related to distributions, deposits, beneficiary changes, account updates and other service needs.
Assist with portfolio-related operational activity, including account reconciliation, cash management, transfers and trade-related administration.
Oversee firm policies, procedures, and quarterly billing cycles directly through Orion.
Requirements:
Minimum of 2-3+ years of experience in wealth management, financial services, registered investment advisory, or a similar client-service environment
Bachelors degree preferred
Strong judgment and discretion when handling confidential financial and personal information.
Numbers & Facts
Location
Westlake Village, CA
Skills
Billingunmatched
Cash Managementunmatched
Customer Experienceunmatched
Customer Relationsunmatched
Customer Service Managementunmatched
Customer Service Operationsunmatched
Customer Support/Serviceunmatched
Financial Planningunmatched
Financial Servicesunmatched
Fundingunmatched
Onboardingunmatched
Operational Supportunmatched
Reconciliationunmatched
Sales Managementunmatched
Wealth Managementunmatched
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