Full-time

Private Wealth Client Service Manager

Posted by Citizens • United States, United States, United States

📍 United States, United States 🕒 March 01, 2026

About the Role

As a Client Service Manager, ideal candidates will have a minimum of five years experience in the financial industry working with high net worth individuals and families and have an advanced understanding of industry regulations and compliance issues. Ideal candidates must have the capacity to thrive in a dynamic, constantly changing global market environment and have a passion for exercising discretion and applying independent judgement with respect to matters of significance on a daily basis. 

Primary responsibilities include

  • Coordination of meetings. Various reporting. Ordering of supplies/equipment. Hire, train, manage and lead a highly effective Client Service Team to ensure an exceptional client experience is consistently delivered to both internal and external clients (hiring, terminations, performance management, career development, mid/year-end reviews,
  • Develop and implement new career path roles and opportunities within Client Service
  • Ready to Apply?

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