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Client Services Manager

2 months ago

Carlsbad, United States IDA Wealth Full time

IDA is a full-time fiduciary, process-driven, independent wealth management firm focused on delivering tailored financial solutions to high net worth individuals, families, and businesses. We believe our clients deserve the absolute highest level of service along with insightful, unbiased advice free from conflicts of interest, with access to the broadest possible choice of investment and planning opportunities from which to thrive. As an independent firm with a truly open platform, we can search the globe for the best financial solutions for our clients.


Position: Client Service Manager


Responsibilities:

· Serve as the right hand to the owner, supporting his extensive book of business

· Handle client service requests, including moving money and onboarding new clients

· Prepare for and follow up on client meetings

· Manage client communications, ensuring timely and accurate responses

· Oversee meeting preparation and follow-up, ensuring all client interactions are smooth and professional

· Maintain detailed and accurate records, and ensure compliance with industry regulations

· Work onsite, hybrid or even fully remote, setting an example for the team with a strong leadership presence


Requirements:

· 10+ years of experience at an RIA or large firm (e.g., Merrill Lynch, Morgan Stanley)

· Experience working with ultra-high-net-worth clients ($5 million+)

· Series 65 or 66 or CFP certification

· Bachelor’s degree required (relevant experience may be considered)

· Proficiency with RedTail, Schwab & Fidelity, Orion, Microsoft Suite, and RingCentral

· Exceptional interpersonal and communication skills

· Strong problem-solving and analytical abilities

· High level of attention to detail and organizational skills

· Ability to thrive in a fast-paced and dynamic environment