Manager, Client Service
$90,000–$125,000 year
On-siteNew York City, New York, United States or New York, United States
Job Summary
Input and review money movement transactions within Wealthscape and Charles Schwab, managing daily execution of operations tasks including preparing and reviewing account opening paperwork for Taxable, Retirement, Trust, and Business accounts. Serve as the liaison between Wealth Teams and custodians, proactively contacting them daily to resolve issues and ensure accurate request processing. Delegate tasks to team members, manage quarterly projects, and maintain internal spreadsheets to oversee workflow completion. Foster accountability and collaboration within the team while supporting performance in a fast-paced wealth environment.
Required Qualifications
- Bachelor's degree in Business Administration, Operations Management, or related field
- 5-7 years of experience in financial business operations
- Experience with Salesforce
- Experience with Fidelity (Wealthscape) and Charles Schwab Platforms
- Strong analytical and problem-solving abilities
- Excellent project management skills
- Strong communication and interpersonal skills
- Proficiency in Excel
Desired Qualifications
- Experience within a fast-paced, growth-oriented environment
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