Manager, Client Service

Client Service Leadership Opportunity – Wealth Management

Location:

Manchester, NH

Schedule:

Full-Time, In-Office

Compensation: $70,000–$80,000 Base + Bonus

A growing, independent wealth management firm in Manchester, NH is seeking a client service and operations leader to oversee day-to-day service execution and lead a client service team in a high-touch, relationship-driven environment. This role plays a critical part in ensuring a seamless client experience across financial planning, investment, and operational workflows. It is ideal for a hands-on leader who enjoys building structure, developing people, and improving processes within a professional services setting.

The Client Service Leadership role sits within Operations and is responsible for managing a team that supports clients after onboarding. This individual will serve as the escalation point for complex service needs, partner closely with planning and operations leadership, and help elevate service standards as the firm continues to grow.

• Lead and develop a client service / client operations team, ensuring accountability, accuracy, and responsiveness
• Oversee daily client service functions including account maintenance, money movements, documentation, and follow-through
• Act as an escalation point for complex client service matters, ensuring timely and professional resolution
• Partner with planning, operations, and compliance teams to ensure smooth client handoffs and consistent execution
• Monitor workloads, task completion, and service quality; identify trends and areas for improvement
• Help document and refine workflows, SOPs, and internal processes
• Maintain a client-first mindset while balancing efficiency, accuracy, and empathy

• 3–5+ years of experience in wealth management, financial services, or client operations
• Prior experience managing or mentoring client service or operations staff
• Strong understanding of financial account types (brokerage, retirement accounts, annuities, etc.)
• Series 63, 65, or 66 and Life, Accident & Health license (or ability to obtain shortly after hire)
• Highly organized, detail-oriented, and process-driven
• Strong communication skills with the ability to work across teams and with senior leadership
• Comfortable operating in a fast-paced, service-oriented environment
• Base salary of $70,000–$80,000, depending on experience
• Annual bonus tied to performance and service outcomes
• Health and dental insurance
• 401(k) plan
• Direct access to leadership and real influence over service delivery

This is an opportunity to step into a true service leadership role within a growing wealth management firm, one where operational excellence, team development, and client experience are taken seriously. The role offers visibility, responsibility, and the chance to shape how clients are supported every day.