Client Service Manager
On-siteBrentwood, Tennessee, United States
Job Summary
Coordinate account paperwork, process new openings and transfers, and manage money movement requests with accurate documentation and regulatory compliance. Serve as the primary operational resource for Wealth Advisors, resolving custodial issues with Fidelity and Schwab while anticipating client needs before they become concerns. Collaborate with the Diamond Team to streamline workflows, share best practices, and continuously improve efficiency through technology and process enhancements. Deliver white-glove service by maintaining expert knowledge of firm standards and ensuring seamless implementation of financial recommendations.
Required Qualifications
- Experience supporting wealth management, financial planning, brokerage, banking, or a related professional environment
- Strong knowledge of custodial operations and account servicing procedures
- Exceptional organizational skills and attention to detail
- Outstanding communication and relationship-building skills
- A proactive, solutions-oriented mindset
- The ability to manage multiple priorities while maintaining exceptional accuracy
- A collaborative approach with a willingness to take ownership and improve processes
- A passion for delivering white-glove client service and operational excellence
Desired Qualifications
- A technology-forward mindset with curiosity and enthusiasm for learning new systems and AI-enabled tools
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