The Client Service Team Lead plays a dual role in providing leadership and hands-on support within the client service team. This individual will manage and supervise a team of 5-10 Wealth Management Client Service Associates, ensuring operational excellence, exceptional client service delivery, and alignment with organizational objectives. Additionally, the Assistant Manager will perform senior-level client service duties, supporting Relationship Managers and clients in a high-touch, fast-paced environment.

Leadership & Supervision:

• Supervise, mentor, and develop a team of 5-10 Wealth Management Client Service Associates, fostering a culture of collaboration, accountability, and client-centric service.
• Conduct regular team meetings to communicate goals, updates, and performance expectations.
• Monitor team performance, provide constructive feedback, and address performance issues in collaboration with the Manager of Client Service.
• Assist in recruiting, onboarding, and training new client service associates

Client Service & Operations:

• Act as an escalation point for complex client inquiries, ensuring timely and accurate resolution.
• Oversee daily workflow and task allocation to ensure efficient operations and adherence to service-level agreements.
• Support Relationship Managers in addressing client needs, including onboarding, account maintenance, and transaction processing.
• Identify and implement process improvements to enhance efficiency and client satisfaction.

Senior Client Service Duties:

• Maintain a personal portfolio of high-priority client accounts, providing tailored service and support.
• Prepare documentation for client meetings, including account summaries, performance reports, and compliance requirements.
• Process account updates, transfers, and other transactions with accuracy and in compliance with regulatory standards.
• Ensure proper documentation and adherence to company policies and procedures.

Collaboration & Reporting:

• Collaborate with Relationship Managers, Operations, and Compliance teams to ensure seamless client experiences.
• Provide regular updates to the Manager of Client Service regarding team performance, client issues, and operational challenges.
• Participate in strategy meetings and contribute to the development of client service initiatives.

Education and Experience

• Bachelor’s degree in finance, business administration, or a related field (preferred).
• 5+ years of experience in wealth management, financial services, or a related industry, with at least 2 years in a supervisory or senior client service role.

Skills/Knowledge

• Strong leadership and team management skills, with the ability to motivate and guide a diverse team.
• Exceptional client service and interpersonal skills, with a client-first mindset.
• Proficiency in financial systems and tools, including CRM platforms and portfolio management software.
• Excellent organizational skills, with the ability to prioritize and manage multiple tasks in a fast-paced environment.
• Strong problem-solving and critical-thinking abilities.
• Knowledge of financial regulations, compliance requirements, and wealth management operations.