Client Service Manager **Location:** Hybrid – In-office presence in Fairfax, VA required Tuesdays/Thursdays
**Role Type:** Client Service/Concierge/Basic Operations
**The Client Service Manager (CSM) deepens client relationships while creating meaningful capacity for the firm's advisors. Each CSM develops a detailed understanding of their assigned clients, provides highly personalized concierge-level service, supports the assigned advisor's day-to-day organization and client needs, and executes routine operational requests. The role is designed to help clients feel known by the firm - not only by an individual advisor - while allowing advisors to focus on advice, relationships, business development, mentoring, and other higher-value work.
Develop genuine relationships with assigned clients and learn the personal details, preferences, milestones, family context, and service expectations that help the firm provide thoughtful, individualized care.
Notice and respond appropriately to meaningful client moments, including birthdays, retirements, deaths, illnesses, family changes, and other significant events.
Capture meaningful relationship intelligence in Wealthbox so that client knowledge belongs to the firm and remains accessible for cross-coverage and continuity.
Work closely with the assigned advisor to identify appropriate administrative, concierge, coordination, and service responsibilities that can be delegated.
Manage the advisor's calendar and agreed-upon business email responsibilities according to the advisor's preferences and firm standards.
Coordinate meeting preparation, including gathering client information, identifying outstanding items, and working with other staff members to obtain required materials.
Provide reminders, follow-up, coordination, and client support that allow the advisor to spend more time on work requiring advisory judgment, senior relationship involvement, business development, mentoring, or strategic contribution.
Execute Basic Operations and Concierge Service
Own routine client service and basic operational workflows from initiation through completion, including straightforward account maintenance, distributions, annual RMD tracking and processing, and simple account openings.
Provide factual and procedural information within the CSM's knowledge and training; Personalize service above the firm's minimum standard; Identify recurring bottlenecks, service issues, or improvement opportunities and bring them to the COO. Support cross-coverage across the Client Service team. CSMs operate as one Client Service team with primary advisor assignments. Any CSM should be able to provide competent coverage for another CSM by relying on Wealthbox relationship information, established workflows, firm-wide service standards, and the shared ClientService communication channel. Advisors experience meaningful relief from routine service and administrative demands while remaining engaged when their judgment or relationship involvement is needed. Client knowledge is captured in Wealthbox, routine work is handled at the appropriate level, cross-coverage is seamless, and the CSM exercises sound judgment without unnecessary escalation.
Able to learn new systems, financial-services vocabulary, and routine operational procedures quickly.
Prior financial-services experience is helpful but not required (Wealthbox, AssetMark, LPL, etc); relevant client service, hospitality, professional services, executive support, or other high-touch experience may translate well.
The Client Service Manager is designed as a strong, long-term standalone role rather than a required stepping-stone to another position. Future opportunities may be considered based on individual aptitude, firm needs, and available roles, but advancement into Client Experience, complex Operations, advising, or another function is not an automatic component of the position.
Full-time, with hybrid flexibility (some in-office work required)
65,000–$70,000 depending on experience, with potential for performance-based bonuses
**Role Type:** Client Service/Concierge/Basic Operations
**The Client Service Manager (CSM) deepens client relationships while creating meaningful capacity for the firm's advisors. Each CSM develops a detailed understanding of their assigned clients, provides highly personalized concierge-level service, supports the assigned advisor's day-to-day organization and client needs, and executes routine operational requests. The role is designed to help clients feel known by the firm - not only by an individual advisor - while allowing advisors to focus on advice, relationships, business development, mentoring, and other higher-value work.
Develop genuine relationships with assigned clients and learn the personal details, preferences, milestones, family context, and service expectations that help the firm provide thoughtful, individualized care.
Notice and respond appropriately to meaningful client moments, including birthdays, retirements, deaths, illnesses, family changes, and other significant events.
Capture meaningful relationship intelligence in Wealthbox so that client knowledge belongs to the firm and remains accessible for cross-coverage and continuity.
Work closely with the assigned advisor to identify appropriate administrative, concierge, coordination, and service responsibilities that can be delegated.
Manage the advisor's calendar and agreed-upon business email responsibilities according to the advisor's preferences and firm standards.
Coordinate meeting preparation, including gathering client information, identifying outstanding items, and working with other staff members to obtain required materials.
Provide reminders, follow-up, coordination, and client support that allow the advisor to spend more time on work requiring advisory judgment, senior relationship involvement, business development, mentoring, or strategic contribution.
Execute Basic Operations and Concierge Service
Own routine client service and basic operational workflows from initiation through completion, including straightforward account maintenance, distributions, annual RMD tracking and processing, and simple account openings.
Provide factual and procedural information within the CSM's knowledge and training; Personalize service above the firm's minimum standard; Identify recurring bottlenecks, service issues, or improvement opportunities and bring them to the COO. Support cross-coverage across the Client Service team. CSMs operate as one Client Service team with primary advisor assignments. Any CSM should be able to provide competent coverage for another CSM by relying on Wealthbox relationship information, established workflows, firm-wide service standards, and the shared ClientService communication channel. Advisors experience meaningful relief from routine service and administrative demands while remaining engaged when their judgment or relationship involvement is needed. Client knowledge is captured in Wealthbox, routine work is handled at the appropriate level, cross-coverage is seamless, and the CSM exercises sound judgment without unnecessary escalation.
Able to learn new systems, financial-services vocabulary, and routine operational procedures quickly.
Prior financial-services experience is helpful but not required (Wealthbox, AssetMark, LPL, etc); relevant client service, hospitality, professional services, executive support, or other high-touch experience may translate well.
The Client Service Manager is designed as a strong, long-term standalone role rather than a required stepping-stone to another position. Future opportunities may be considered based on individual aptitude, firm needs, and available roles, but advancement into Client Experience, complex Operations, advising, or another function is not an automatic component of the position.
Full-time, with hybrid flexibility (some in-office work required)
65,000–$70,000 depending on experience, with potential for performance-based bonuses
Client Services Manager (Fairfax) in fairfax at Unknown Company
This position is listed as full time and hybrid.