Client Service Manager

Robert Half is partnering with a client in the financial services industry to hire a Client Service Manager. This hybrid role is based in Tysons, VA, with 3 days in the office each week. It’s an excellent opportunity for professionals who thrive in a client-facing environment and enjoy supporting both clients and advisors with high-quality service and attention to detail. As a Client Service Manager, you will play a key role in ensuring smooth account operations, and delivering outstanding service that reflects the firm’s commitment to excellence.

Key Responsibilities

• Serve as the primary point of contact for clients, delivering a welcoming and professional experience from the first interaction onward
• Support advisors and clients by providing timely account information and assisting with day-to-day service needs
• Manage accounts by overseeing new account setup, maintaining accurate documentation and records, processing deposits and paperwork, and coordinating appointments
• Foster strong client relationships by anticipating needs, addressing questions, and proactively resolving issues
• Handle phone communications with professionalism and good judgment, ensuring all inquiries are managed through to resolution
• Ensure full compliance with industry regulations and internal policies in all aspects of client service
• Welcome and assist clients and guests during visits, reinforcing a high-quality, service-oriented environment

Qualifications

• Degree in Business, Finance, Accounting, or a related field (Associate’s required; Bachelor’s preferred)
• 2+ years of experience in client-facing roles, within financial services or wealth management
• Excellent written and verbal communication skills
• Strong organizational skills with keen attention to detail, accuracy, and compliance
• Demonstrated ability to manage multiple priorities, meet deadlines, and work independently
• Proficiency with Microsoft Office Suite and CRM platforms
• Problem-solving skills with sound judgment and professionalism in client interactions

If you or someone you know is interested in this position, please feel free to connect with me on LinkedIn- Alex Walker