Client Services Manager

A growing wealth management firm is seeking a Client Service Manager to lead and enhance the client service and operational support function in McLean. This role will oversee daily service operations, support a team of Client Service Associates, and help drive a best-in-class client experience through process improvement, operational oversight, and team leadership.The ideal candidate is an experienced operations or client service professional within the wealth management industry who thrives in a fast-paced, collaborative environment and enjoys building efficient, scalable service processes.Position SummaryThe Client Service Manager will partner closely with firm leadership to oversee service delivery, optimize operational workflows, and support the continued growth of the organization. This individual will play a key role in managing client service operations, developing team members, and ensuring consistent execution across all service-related functions.This is a highly visible leadership role with broad exposure across the business and significant influence on the overall client experience.Key ResponsibilitiesClient Service & Operations OversightOversee daily client service operations, ensuring timely and accurate execution of service requestsManage operational workflows related to account maintenance, money movement, cashiering, document processing, and reportingEnsure service-related documentation, logs, and records are maintained accurately and consistentlySupport custodial and held-away account servicing processes, including coordination with external platforms and providersTeam Leadership & DevelopmentLead, mentor, and support a team of Client Service AssociatesConduct regular coaching conversations, performance reviews, and career development discussionsAssist with onboarding and training of new hires, interns, and developing team membersManage department scheduling and coverage to ensure service continuityProcess Improvement & Operational EfficiencyIdentify opportunities to improve workflows, enhance productivity, and streamline service deliveryConduct quality assurance reviews and oversee operational remediation efforts when neededHelp establish and monitor operational KPIs and service standardsMaintain an audit-ready environment and ensure adherence to firm procedures and compliance requirementsClient Experience & CollaborationServe as a resource for escalated client service requests and operational issuesPartner with advisors and firm leadership to enhance the overall client experienceCollaborate cross-functionally on operational initiatives and service strategyPromote a client-focused, team-oriented culture aligned with firm valuesQualificationsBachelor's degree in Business, Finance, Financial Planning, or related field preferred5-10+ years of experience within wealth management, financial planning, or investment operationsPrior experience managing or mentoring client service or operations staff preferredSeries 65 preferred but not requiredView the full list of our open positions here: Main Line Search Job Openings

Created: 2026-05-12