The Assistant Manager of Wealth Management Client Service 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.