Client ServiceManager
About the Firm-ROLE IS IN PERSON in Tampa, FL
This established Private Wealth Management practice delivers sophisticated planning and investment management to highnetworth and ultrahighnetworth individuals and families. The team specializes in navigating complex financial situations with precision, clarity, and a deeply personalized approach. A strong commitment to clients, employees, and the community has earned national recognition, including multiple industry awards for excellence in wealth management.
The firm is growing and seeking driven professionals who want to build a longterm career within an elite wealth advisory team. This is a hybrid role based in Tampa, FL.
Position Overview
TheClient Service Manageris responsible for the daytoday leadership of the firm’s client service and operational functions. Reporting to the COO, this role leads the Client Service Associate (CSA) team, drives operational excellence, supports the consistent delivery of a hightouch client experience, and helps the organization scale through strong processes, technology adoption, and team development.
The ideal candidate combines people leadership with operational expertise and a technologyforward mindset. They enjoy developing team members, improving processes, leveraging technology and AIenabled tools, and creating scalable systems that support both growth and service excellence.
Core Responsibilities
- Lead, coach, and develop Client Service Associates (CSAs) and operational staff
- Establish clear expectations, service standards, and development goals for the team
- Oversee daily operational workflows and ensure processes and procedures are consistently followed
- Monitor team workload, capacity, service levels, and turnaround times to support efficient operations and exceptional client service
- Serve as the primary escalation point for operational and servicerelated matters
- Drive continuous process improvement initiatives that enhance efficiency, accuracy, scalability, and the client experience
- Champion effective use of CRM, workflow, reporting, and operational technology platforms
- Leverage data, dashboards, and key performance metrics to identify gaps, improve visibility, and support decisionmaking
- Identify opportunities to automate manual processes and implement AIenabled and technologydriven solutions that improve team productivity and consistency
- Partner with the COO on operational initiatives, technology enhancements, and organizational improvement efforts
- Ensure compliance with firm, home office, and regulatory requirements
Qualifications
- 5+ years of experience in wealth management, financial services, or a comparable professional services environment
- Deep expertise on CSA roles
- Proven experience leading, coaching, and developing team members
- Strong understanding of client service operations and service delivery standards
- Demonstrated success improving operational processes and driving consistency across teams
- Experience utilizing CRM systems, workflow platforms, reporting tools, and operational dashboards
- Technologyforward mindset with the ability to learn, implement, and drive adoption of new systems and tools
- Interest in leveraging automation, AI, and emerging technologies to improve operational effectiveness and client service
- Strong organizational, analytical, and problemsolving skills
- Excellent communication and relationshipbuilding abilities
- Northwestern Mutual / Private Client Group experience highly preferred
- Series 7 and 66, and Florida Life and Health 215 license or ability to obtain within required timeframe
- Bachelor’s degree in Business Administration, Operations Management, Human Resources, Information Systems, Technology Management, Data Analytics, or a related field
What Success Looks Like
- Daytoday operations run smoothly, consistently, and with minimal disruption
- Client experience is professional, responsive, and aligned with firm standards
- Client service and operations teams are welltrained, appropriately staffed, and clear on expectations
- Processes are documented, followed, and continuously improved, resulting in fewer errors and greater efficiency
- Operational issues are identified early and resolved effectively, with appropriate escalation when needed
Why Join
This is an opportunity to play a key leadership role within a growing, nationally recognized wealth management firm. You will help shape the future of operations, develop a highperforming service team, and drive initiatives that enhance both the client and employee experience.
Compensation & Benefits
Competitive salary and a full range of benefits including:
- Health / Dental / Vision Insurance
- Disability Income Insurance
- 401(k) / Profit Sharing
- Generous PTO / Paid Holidays
- Professional development opportunities
- Reimbursement for continuing education and relevant licensing/designations
- Onsite fitness center & covered parking
- Hybrid workfromhome option
How We Work
The firm’s culture emphasizes integrity, excellence, tenacity, generosity, and alignment with its core purpose of empowering clients to define and achieve their goals. Team members are expected to uphold:
- Highest integrity and clientfirst decisionmaking
- Commitment to excellence and highquality service
- Tenacity and followthrough
- Generosity toward clients, colleagues, and the community
- Confidentiality and trust
- Emotional intelligence, professionalism, and constructive communication
- Collaborative mindset and firmwide alignment
- Adaptability and continuous improvement
