Established organization is seeking a Client Service Manager on a Direct Hire basis in the greater Pasadena, CA area. Pay range $125-150k DOE.

Job Responsibilities

• Lead the Client Service team in delivering outstanding service that enhances client satisfaction and strengthens relationships with Investment Counselors and the firm.
• Develop, implement, and oversee initiatives aimed at enhancing the client experience.
• Collaborate with other departments (e.g., Operations) to establish and maintain efficient, accurate processes that ensure a seamless client experience.
• Partner closely with Investment Counselors to provide exceptional support and empower Client Service team members to act in the best interests of clients and colleagues.
• Oversee the client prospecting and onboarding process, ensuring flawless execution by the Client Service team in support of Investment Counselors.
• Manage the day-to-day operations of the Client Service team, including staffing, onboarding, performance management, and professional development, to drive organizational success and support career growth.
• Continuously improve the Client Service experience by leveraging data and innovation to consistently exceed client and colleague expectations.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• At least five years of experience in client service delivery, demonstrating increasing responsibility and success.
• Previous supervisory experience in client service and/or financial services is highly preferred.
• Advanced proficiency in relevant software programs (e.g., Salesforce CRM, Orion, Microsoft Suite).
• Experience in performance management, coaching, talent development, and skill assessment.
• Strong ability to influence and motivate, with a proven track record of working effectively across teams and functions.
• Demonstrated expertise in project management, with the ability to oversee and execute multiple concurrent initiatives.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county, to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions.