**Client Service Manager | Scottsdale, Arizona**

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Reference Number: HRJ7311

Location: Scottsdale, Arizona

Judson Group is working with a rapidly growing RIA in their search for a **Client Service Manager.** This individual be responsible for building and maintaining deep relationships with the firms clients and supporting the advisors with operations and client service functions. This includes managing the full cycle of operations including account openings/transfers, maintenance and record of cash flows, and being a proactive line of support for the client and the advisors.

This is an outstanding opportunity with a forward-thinking and nimble firm that knows how to treat its employees and clients. The ideal candidate will have a minimum of three years of experience in a client service role, will appreciate working in a fun, but focused culture, and has a service mentality when dealing with the firms clients.

**Responsibilities:**

* Will be required to communicate closely with third-party accountants and attorneys, custodian representatives, software support, and other vendors

* Foster respected and enduring relationships with existing clients and new client relationships

* Follow through on action items with accuracy and sense of urgency

* Work closely with the teams advisors to service clients and prospects, working on ad hoc projects when needed

* Lead the client onboarding process and manage account maintenance paperwork

**Requirements:**

* 2 years experience in a wealth management or investment management firm required

* Bachelors Degree required; advanced degree or wealth management certifications a plus

* Ability to coordinate and organize secure document exchange with clients, custodians, and third-parties

* Strong client-facing skills/experience

**Compensation:**

Competitive compensation and benefits package

**Location:**

Scottsdale, Arizona