Client Services Lead

2 weeks ago

Irvine, United States OneDigital Full time

Client Service Lead Financial Services

Location: Newport Beach/Irvine, CA

Are you an experienced professional in investment account operations who thrives on leading teams, delivering exceptional client service, and driving results?

Join our client, Chamberlain Group, in a newly created position as a Client Service Lead

If youre process-oriented, detail-focused, and passionate about private wealth management, this role offers the opportunity to lead the deliverables of a small client service team while directly impacting the lives and legacies of our clients.

Why Join Chamberlain Group?

For over 40 years, Chamberlain Group has specialized in providing customized wealth management strategies to ultra-affluent clients with net worths ranging from $50 million to $5 billion. We are stewards of our clients legacies, offering expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans, and investment advisory services.

As a firm recognized as one of Orange Countys Best Places to Work, we pride ourselves on our exceptional culture, focus on meaningful client relationships, and a commitment to our teams professional and personal growth.

The Opportunity

As Client Service Lead, you will oversee the investment operations of the firm. Youll act as the key conduit between Advisors and the Client Service team, ensuring the delivery of reliable, timely, and accurate work products while maintaining an unwavering commitment to exceptional client service.

Your Areas of Responsibility:

  • Team Leadership:
  • Serve as the main point of contact for workload prioritization and status updates.
  • Mentor and manage a small Client Service team, fostering collaboration and accountability.
  • Client Communication & Service:
  • Work directly with Advisors and clients to ensure deliverables are seamlessly executed.
  • Provide proactive and responsive service, including handling client distributions, portfolio reallocations, and account updates.
  • Investment Account Operations:
  • Oversee account setup and maintenance, asset transfers, and preparation of client paperwork.
  • Execute alternative investment paperwork and subscription documents.
  • Data & Workflow Management:
  • Maintain accurate client information across systems (CRM, custodial platforms, etc.).
  • Ensure seamless execution of client and firm tasks through effective data management and prioritization.

What Were Looking For:

  • Education & Experience:
  • Bachelors degree (BA/BS).
  • 10+ years of relevant professional experience in client service or investment operations within the financial services industry.
  • Industry Knowledge:
  • Deep understanding of investment products and custodial platforms (e.g., Fidelity, Pershing, Schwab).
  • Experience with alternative investments and related subscription documentation.
  • Skills & Attributes:
  • Exceptional attention to detail and ability to prioritize both your own workload and the teams.
  • Outstanding communication skills (oral and written).
  • Superior customer service, critical thinking, and problem-solving abilities.
  • Positive attitude, flexibility, and a strong sense of accountability.
  • Technical Proficiency:
  • Proficient in Microsoft Office; familiarity with CRM systems and custodial platforms.

What Youll Love About Chamberlain Group

  • A tight-knit team environment where your contributions make a real impact.
  • A mission-driven firm that values long-term client relationships and team integrity.
  • A vibrant corporate culture, recognized as a Best Place to Work in Orange County.
  • The opportunity to work with ultra-high-net-worth clients and provide them with world-class financial solutions.

Apply Today

If youre ready to lead, collaborate, and grow within a firm that values stewardship and excellence, wed love to hear from you.

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