Client Service Manager
monograph wealthManhattan Beach, CA
$150,000 per year
APPLY (opens in a new tab)Client Service Manager
monograph wealthManhattan Beach, CASenior L5
$150,000 per year
Personal Financial AdvisorsPersonal Service Managers, All OtherFirst-Line Supervisors of Office and Administrative Support Workers
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOW (opens in a new tab)Position Overview:
Monograph is seeking a Client Service Manager to join our team in Manhattan Beach, CA. Reporting to firm leadership, the Client Service Manager will service some of the firm’s largest clients, as well as oversee the day-to-day execution of client service operations. Skills and Experience
Required Deep expertise with various types of investment accounts (IRAs, Trusts, 401(k)s, Donor‑Advised Funds etc.), securities (stocks, bonds, mutual funds, CDs, etc.), and related custodial processes (RMDs, ACATs, cashiering/wires, journals, account opening, grant request fulfillment, etc.)Strong working knowledge of various trust and entity types and related client service processes Advanced use of Microsoft Office suite including Excel, Word, Outlook, PowerPoint, advanced typing skills (60+ wpm), and comfort with computer applications and systems Prior experience supervising or mentoring team members, including delegation, quality control, and performance feedback4-year undergraduate degree and at least 8 years of relevant work experience for a financial services firm PreferredStrong working knowledge of custodial platforms (e.g., Fidelity Wealth Central, Schwab Institutional), CRM platforms (e.g., Salesforce, RedTail), data aggregation & portfolio reporting platforms (e.g., Addepar, Black Diamond, Envestnet/Tamarac, Orion), financial planning platforms (e.g., eMoney, MoneyGuidePro) and eSignature platforms (e.g., Docusign) Experience with securities trade processing Interest in advanced education as a financial professional, e.g., CFP designation
Duties Include:
Client Service Team Management Oversee a team of approximately four client service professionals, including workload allocation, prioritization, and ongoing mentorship and development Organize regular team meetings and training sessions Manage quarterly deliverables and team initiatives (e.g., client reporting across team, tax season preparation and 1099 deliveries, RMD processes, annual gifting, etc.)Establish and monitor team performance standards, ensuring accuracy, timeliness, and consistency across all client service deliverables Review and approve select client service activities (e.g., onboarding documentation, money movement requests) in alignment with firm policies and supervisory procedures Identify process improvement opportunities and implement scalable workflows, documentation, and internal controls Perform individual team member check‑ins and reviews Serve as a primary escalation point for complex client service matters and cross‑function coordination with advisors, trading, marketing, operations, and compliance Complex Client Management Serve as the dedicated client service professional for some of Monograph’s most complex clients Develop strong relationships with dedicated clients and their service professionals (e.g., client CPAs, estate attorneys) Execute money movements and day-to-day custodial paperwork needs Execute quarterly client reporting processes and financial plan updates Execute annual financial planning tasks and coordinate tax document preparation and reporting initiatives
Salary and Benefits:
Monograph considers the entire compensation offering when acknowledging team member contributions which includes a base salary and discretionary bonus. The current base salary range is $150,000 - $170,000 and is determined by the scope of leadership responsibilities, team oversight, experience, certifications, and other factors. The discretionary bonus is currently paid quarterly and determined by individual performance, firm performance, and market and other factors. Additional benefits include health care benefits, paid time off, and 401(k) plan with employer match. Monograph also supports continuing education efforts (e.g., notary, CFP, CFA, educational courses).Monograph Wealth Advisors is an Equal Opportunity Employer, recruiting and hiring qualified candidates without regard to actual or perceived age, race, color, national origin, religion, sexual orientation, gender identity, disability, protected veteran status, and other statuses protected by law.
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Level
Senior L5
Salary
$150,000 per year
Location
Manhattan Beach, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today