Job Description
Client Service Manager (Financial Technology / Wealth Management)
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Position Overview
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A rapidly growing financial technology firm is seeking a Client Delivery Team Lead to oversee a team responsible for client reporting, data management, and financial platform support. This role combines people leadership, client relationship management, financial data analysis, and technology, making it ideal for someone who enjoys solving complex client challenges while developing high-performing teams.
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This individual will lead a team of client-facing analysts, oversee daily operations, manage escalations, and partner with senior leadership to continuously improve processes and client experience.
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Key Responsibilities
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Team Leadership
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- Lead, mentor, and develop a team of client-facing analysts.
- Manage workloads, priorities, and project execution.
- Conduct coaching, performance management, and career development.
- Escalate and resolve complex client issues.
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Client Delivery & Reporting
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- Analyze portfolio performance and financial reporting data.
- Review account reconciliations and resolve reporting discrepancies.
- Support client onboarding, implementation, training, and ongoing relationship management.
- Serve as a trusted point of contact for key client relationships.
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Financial Data & Technology
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- Configure financial reporting platforms and client accounts.
- Manage financial data feeds and system maintenance.
- Create customized client reporting solutions.
- Partner with technology vendors on system enhancements and issue resolution.
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Process Improvement
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- Develop operational procedures and internal controls.
- Improve reporting workflows and data quality.
- Participate in technology initiatives and platform enhancements.
- Support special projects and business growth initiatives.
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Qualifications
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- Bachelor's degree
- Experience with wealth management platforms (Addepar, Black Diamond, Orion, APX, Axys, etc.)
- 6–10 years of experience within financial services, wealth management, fintech, or investment operations.
- Prior people management experience required.
- Experience managing client relationships.
- Experience with portfolio reporting or performance reporting.
- Strong analytical and technology skills.
- Advanced Excel skills; SQL, Python, Power BI or similar tools are a plus.
- Excellent communication and leadership abilities.
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