Job Description
Job Description
Client Service & Operations Manager
Full Time, Direct Hire
Remote, USA (EST Working Hours)
$70,000-90,000/yr
Please scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal.
We 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 Role
The 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 Do
Firm Operations:
* Oversee daily operational functions across the firm
* Maintain and improve workflows, procedures, and service processes
* Ensure accuracy and consistency in client onboarding,
Job Description
Client Service & Operations Manager
Full Time, Direct Hire
Remote, USA (EST Working Hours)
$70,000-90,000/yr
Please scroll to the bottom of this posting to review an important Candidate Safety & Fraud Awareness Disclaimer from TCWGlobal.
We 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 Role
The 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 Do
Firm Operations:
* Oversee daily operational functions across the firm
* Maintain and improve workflows, procedures, and service processes
* Ensure accuracy and consistency in client onboarding,
Client Services Operations Manager in new york at Unknown Company
This position is listed as full time and able to be worked remotely.