Client Services Supervisor

6 days ago


Pittsburgh, Pennsylvania, United States Signature Wealth Full time
Job Description Job Description

Are you a motivated leader with a passion for client service, team development, and process improvement? Signature Wealth, a leading independent financial planning and wealth management firm, is seeking a Client Services Supervisor to join our dynamic team.

At Signature Wealth, we pride ourselves on our collaborative, client-centric approach and our commitment to fostering a supportive and empowering workplace. Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, we provide career development opportunities, leadership training, and a comprehensive benefits package—all within a culture that values innovation, trust, and professional growth.

About the Role

As a Client Services Supervisor, you will oversee the Client Services team, drive process improvements, and ensure an exceptional client experience. This role combines hands-on client service responsibilities, leadership, and strategic collaboration with upper management to enhance department performance.

Key Responsibilities

  • Perform all key responsibilities of a Client Services Specialist which includes but is not limited to new account openings, client account management, account contributions and distributions, and processing onboarding, death claims, and other special life events.
  • Develop and implement individualized onboarding and training plans for team members.
  • Supervise and manage work schedules for the Client Services Department.
  • Provide regular feedback, set goals, and participate in performance evaluations.
  • Lead weekly team meetings and conduct one-on-one check-ins with direct reports.
  • Oversee client service projects, process improvements, and compliance initiatives.
  • Refine and optimize service workflows to enhance client experience.
  • Act as a liaison between Client Services and upper management, preparing reports on team performance and department updates.
  • Ensure confidentiality and uphold the highest standards of integrity in handling client information.

What We're Looking For

Education and Experience:

  • Bachelor's degree or equivalent experience.
  • Minimum 6 years of client-facing experience in the financial wealth management industry.
  • At least 3 years of leadership experience in a supervisory or managerial role.

Skills and Competencies:

  • Strong leadership, motivation, and team-building abilities.
  • Expertise in client service processes, compliance, and financial operations.
  • Proven ability to train, mentor, and develop team members, with flexibility in teaching styles.
  • Exceptional communication, organization, and problem-solving skills.
  • Adaptability and ability to delegate effectively in a fast-paced environment.
  • Experience with DiSC communication styles and emotional intelligence is a plus.

Certifications (or willingness to obtain on the job):

  • FPQP (Financial Paraplanner Qualified Professional)
  • SIE/Series 6/Series 63 or equivalent securities licenses
  • Completion of Signature Wealth's in house Supervisor Education Program

Why Join Signature Wealth?

We believe in taking care of our team just as much as we care for our clients. That's why we offer a best-in-class benefits package:

100% employer-paid health insurance (UPMC EPO Option 9)

Dental & vision coverage

401(k) with employer matching (100% match on first 3%, 50% match on next 2%)

Firm-sponsored professional development (certifications & continuing education)

Generous PTO – Unlimited paid time off after the first year

Fully covered parking for employees in the office 3+ days per week

Quarterly team meetings, retreats, and leadership training

Join Our Team

If you're a proactive leader with a passion for client service and team development, we'd love to hear from you Apply today and be part of a collaborative and forward-thinking firm that values its employees and empowers them to succeed.

Company Description At Signature Wealth, we pride ourselves on our collaborative, client-centric approach and our commitment to fostering a supportive and empowering workplace. Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, we provide career development opportunities, leadership training, and a comprehensive benefits package—all within a culture that values innovation, trust, and professional growth. We believe in taking care of our team just as much as we care for our clients. That's why we offer a best-in-class benefits package.Company Description At Signature Wealth, we pride ourselves on our collaborative, client-centric approach and our commitment to fostering a supportive and empowering workplace. Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, we provide career development opportunities, leadership training, and a comprehensive benefits package—all within a culture that values innovation, trust, and professional growth. We believe in taking care of our team just as much as we care for our clients. That's why we offer a best-in-class benefits package.

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