Exponent
Client Service Manager
Join a highly reputable wealth management firm as Client Service Manager supporting complex investment strategies for existing high net worth clients. Why We Like This
Proven Career Growth: Build foundational investment knowledge with a clear promotion path at an established investment firm. Entrepreneurial: Work with Partners and Advisors in an entrepreneurial environment that rewards high-performers. Earning Potential: Ability to aggressively scale income as you grow into an Advisor and take on existing client portfolios. Requirements
1-2 years of RIA / Financial Advisory experienceEarly-career background in client service and value-driven roles within wealth management or financial advisory (RIA) Public Accounting (CPA is a plus)Solid foundational accounting experience gained at a public accounting firm (1-2 years); CPA credential is a strong differentiator Client Service / Relationship ManagementProven experience or strong interest in managing relationships with high-net-worth individuals and families, focused on delivering exceptional client service Responsibilities
Relationship management: Build and sustain trusted client relationships, acting as the main point of contact and resolving complex account issues. Support Advisors / Partners: Facilitate daily operations by mastering team workflows and collaborating on client-centric initiatives. Client onboarding: Oversee the onboarding process for new clients, ensuring full compliance and smooth integration. Investment execution: Implement investment strategies via custodial platforms, maintain precise client records, handle billing, and review cash flow reports. $80,000 - $90,000 a year
Join a highly reputable wealth management firm as Client Service Manager supporting complex investment strategies for existing high net worth clients. Why We Like This
Proven Career Growth: Build foundational investment knowledge with a clear promotion path at an established investment firm. Entrepreneurial: Work with Partners and Advisors in an entrepreneurial environment that rewards high-performers. Earning Potential: Ability to aggressively scale income as you grow into an Advisor and take on existing client portfolios. Requirements
1-2 years of RIA / Financial Advisory experienceEarly-career background in client service and value-driven roles within wealth management or financial advisory (RIA) Public Accounting (CPA is a plus)Solid foundational accounting experience gained at a public accounting firm (1-2 years); CPA credential is a strong differentiator Client Service / Relationship ManagementProven experience or strong interest in managing relationships with high-net-worth individuals and families, focused on delivering exceptional client service Responsibilities
Relationship management: Build and sustain trusted client relationships, acting as the main point of contact and resolving complex account issues. Support Advisors / Partners: Facilitate daily operations by mastering team workflows and collaborating on client-centric initiatives. Client onboarding: Oversee the onboarding process for new clients, ensuring full compliance and smooth integration. Investment execution: Implement investment strategies via custodial platforms, maintain precise client records, handle billing, and review cash flow reports. $80,000 - $90,000 a year