Client Service Lead/Supervisor

Our client is a Top tier Wealth Management practice in Newton MA and they are looking to hire a Client Service Team Lead/ Supervisor for a growing practice. If you are looking for a role where servicing clients and mentoring staff stands out to you, lets talk.

• Lead, mentor, and supervise client service associates and support staff, fostering a culture of accountability, professionalism, and outstanding client service.
• Help build and scale the client service function by developing processes, workflows, service standards, and training programs to support future growth.
• Oversee daily client service operations, including account maintenance, money movement requests, onboarding, transfers, and service issue resolution.
• Partner closely with advisors and leadership to enhance the client experience, improve operational efficiency, and ensure seamless execution of client requests.
• Ensure adherence to company policies, regulatory requirements, and compliance standards while maintaining strong operational controls.
  
  

Qualifications

• Bachelor's degree required.
• 3 years of client service experience within financial services, wealth management, broker-dealer, RIA, or investment advisory environments.
• Prior supervisory or leadership experience is required, including direct management, team lead responsibilities, or oversight of interns, associates, or support staff.
• Series 7 license strongly preferred.
• Series 9/10 or Series 24 license highly preferred.
• Experience with firms such as Commonwealth, LPL Financial, Raymond James, Merrill, Morgan Stanley, UBS, Fidelity, Schwab, or similar wealth management organizations is highly desired.
• Strong knowledge of brokerage operations, account servicing, client onboarding, and advisor support functions.
• Excellent communication, organizational, leadership, and relationship management skills.
  
  

Compensation- $120K-$125K Bonus

Location- Newton MA

KBW789