Manager, Client Service

Responsibilities

• Input and review money movement transactions within Wealthscape and Charles Schwab
• Manage day-to-day execution of operations tasks, including account opening paperwork and maintenance
• Open Taxable, Retirement, Trust, and Business accounts within Fidelity and Charles Schwab
• Serve as a liaison between Wealth Teams and custodians to resolve issues
• Delegate tasks and assist with team workloads to ensure smooth workflow execution
• Foster accountability, collaboration, and continuous improvement within the team
• Manage quarterly projects, maintain internal spreadsheets, and oversee daily task completion

Requirements

• Bachelor’s degree in Business Administration, Operations Management, or a related field
• 5-7 years of experience in financial business operations
• Experience with Salesforce
• Experience with Fidelity (Wealthscape) and Charles Schwab platforms
• Proficiency in Excel
• Strong analytical, problem-solving, and project management skills
• Excellent communication and interpersonal skills