Manager, Client Service

We are seeking a detail-oriented and proactive Manager to oversee daily operational functions, ensure compliance with internal processes, and support team performance within a fast-paced wealth environment. This role is responsible for inputting and reviewing transactions, managing workflows, and fostering a collaborative and accountable team culture.

Responsibilities:

• Input and review money movement transactions within Wealthscape and Charles Schwab.
• Responsible for managing the day-to-day execution of operations tasks, including preparing and reviewing account opening paperwork and account maintenance.
• Proficient in what is needed to open Taxable, Retirement, Trust, & Business accounts within Fidelity & Charles Schwab to aid in reviewing requests.
• Serve as liaison between Wealth Teams and custodians. Proactively contact custodians daily to resolve issues and ensure requests are being processed with accuracy.
• Delegate task...