Client Service & Operations ManagerWe are a fee-only fiduciary financial planning and investment management firm focused on delivering highly personalized advice and an exceptional client experience. We help clients make smarter financial decisions through thoughtful planning, long-term relationships, and a simple, technology-enabled process.We are growing and looking for a highly organized, proactive operations leader who can help us scale while maintaining the high-touch client service our firm is built on.About the RoleThe Client Service & Operations Manager will serve as a key operational leader for the firm. This person will oversee day-to-day operations, improve workflows, support client service delivery, manage systems and vendor relationships, assist with compliance processes, and provide direct support to firm leadership.The ideal candidate has experience in wealth management, financial advisory, financial services, or an RIA environment and is comfortable balancing hands-on execution with strategic operational support.What You'll DoFirm Operations:Oversee daily operational functions across the firmMaintain and improve workflows, procedures, and service processesEnsure accuracy and consistency in client onboarding, account servicing, and administrative tasksDocument and update internal proceduresIdentify process improvements that increase efficiency and scalabilityCoordinate with custodians, vendors, and technology providersHelp ensure the firm's infrastructure can support future growthClient Service & Experience:Oversee the client onboarding process to ensure accuracy and timelinessMonitor client service requests and follow-up itemsEstablish and maintain service standards for response times and communication qualityResolve escalated client service issues professionally and promptlySupport advisors with client meeting preparation, documentation, and follow-upHelp ensure every client touchpoint reflects the firm's fiduciary, client-first approachTechnology & Systems:Oversee firm systems, including CRM, portfolio management, financial planning, and custodial platformsMaintain CRM workflows and operational processesIdentify opportunities for automation, integration, and system improvementsCoordinate new technology implementations or enhancementsLeadership & Executive SupportManage executive calendars and schedulingCoordinate client meetings, internal meetings, travel, and external commitmentsPrepare meeting agendas, materials, and follow-up itemsHelp leadership prioritize daily, weekly, and long-term activitiesAssist with special projects and business initiativesWhat We're Looking ForRequired Experience5+ years of experience in a financial advisory, wealth management, RIA, or financial services environmentExperience in client service, operations, office management, or team leadershipStrong understanding of advisory firm operations, client service workflows, and administrative processesAbility to manage multiple priorities in a fast-paced, client-focused environmentPreferred ExperienceExperience working within an RIA or fiduciary advisory firmExperience supporting advisors, executives, or firm leadershipFamiliarity with compliance processes, recordkeeping, audits, or regulatory filingsExperience improving workflows, documenting procedures, or implementing operational processesTechnology ExperienceExperience with any of the following platforms is preferred:CRM systems such as Redtail, Wealthbox, or SalesforcePortfolio management platforms such as Orion, Tamarac, Black Diamond, or AdvyzonFinancial planning tools such as eMoney, MoneyGuidePro, or RightCapitalCustodial platforms such as Schwab, Fidelity, or PershingEducationBachelor's degree in business, finance, management, or a related field preferredTCWGlobal is an equal opportunity employer.
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