Client Service Manager

Position: Client Service Manager

Confidential Search — Washington, DC Metropolitan Area

TaylorMade Experience is partnering with an independent registered investment advisory firm in the Washington, DC metropolitan area to assist with the search for a Client Service Manager to support their growing team.

The firm manages wealth for individuals, families, small businesses, trusts, endowments, foundations, and retirement plans, and prides itself on building empowering relationships that give clients the financial confidence and freedom they deserve. The firm values collaboration, continuous learning, and integrity in all aspects of its work.

Position Overview

The Client Service Manager will play a vital role in supporting the firm’s Wealth Advisors, Associate Advisors, and Relationship Managers. The ideal candidate is proactive, detail-oriented, and thrives in a fast-paced, team-oriented environment.

Key Responsibilities

Client Deliverable Support

• Prepare client account paperwork, forms, and meeting deliverables under the supervision of Advisors and Relationship Managers.
• Ensure accuracy and timeliness of client-facing materials.
• Coordinate with custodians and vendors to resolve operational issues.
• Process client requests promptly outside of scheduled meetings.

Account Administration

• Open, maintain, and transfer accounts across custodians.
• Process money movements (wires, ACH transfers, and check requests).
• Monitor account activity for accuracy and compliance.

Client Relationship Management

• Serve as the primary point of contact for client inquiries.
• Collaborate with team members to ensure timely responses and exceptional service.
• Maintain accurate and current records in the firm’s CRM system.
• Build and sustain positive relationships with clients, Advisors, and Relationship Managers.

Compliance & Documentation

• Ensure adherence to firm policies, SEC regulations, and industry best practices.
• Maintain complete and accurate client documentation.

Professional Growth & Development

• Contribute ideas to improve operational efficiency and client service.
• Support firm-wide initiatives and special projects as needed.

Qualifications

Education & Experience

• Bachelor’s degree in finance, economics, business, or related field.
• 2–3 years of administrative or client service experience, preferably in financial services.

Skills & Attributes

• Exceptional communication and client service skills.
• Strong organizational and time management abilities; skilled at multi-tasking.
• High integrity, discretion, and sound judgment.
• Proficiency with Microsoft Office Suite; Salesforce experience preferred.
• Self-starter with a positive attitude, attention to detail, and the ability to work independently.

To Apply

Please send a cover letter and résumé (PDF format) to Ivy@TaylorMadeExperience.com. Selected candidates will be contacted by the TaylorMade Experience team for an initial interview, at which point additional details about the firm will be shared.