Client Services Manager at VirtualVocations

A company is looking for a Manager, Client Services (West Coast) to lead client service delivery and team management for a regional group of advisors.Key ResponsibilitiesLead and manage a regional team of Client Service Associates and Managers, focusing on performance and developmentOversee advisor relationships, ensuring effective communication and service deliveryManage onboarding processes, operational performance metrics, and enforce service standards across the teamRequired Qualifications5+ years of experience in wealth management operations, client service, or advisor support2+ years of direct people management experience in client service or operationsHands-on experience with advisor onboarding, money movement, and account servicingStrong understanding of custodian workflows (e.g., Fidelity, Charles Schwab)High ownership mentality with the ability to operate autonomously in a fast-paced environment