Client Services Manager

Ellevest

Client Services Manager at Ellevest focused on onboarding clients and maintaining relationships in wealth management. Working closely with financial advisors to ensure exceptional client experience.

Posted 7/27/2026full-timeRemote • New York • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client onboarding and account management within the financial services industry, with strong communication and project management skills to support high-net-worth clients effectively.

Highest-signal resume keywords

Client OnboardingWealth Management OperationsSalesforceProject ManagementClient Service

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Client Information ManagementAccount Opening ProceduresAccount TransfersPerformance ReportingMoney Movement Requests

Soft Skills

Exceptional CommunicationTeam CollaborationAdaptability

Tools & Technologies

SalesforceG SuiteMicrosoft Office

Industry Keywords

Financial ServicesAsset ManagementWealth ManagementHigh-Net-Worth Clients

About the role

Key responsibilities & impact

Onboard new client relationships and help them transition into the Ellevest family. This will include capturing client information, opening proper accounts, and facilitating account transfers and rollovers from outside institutions.
Serve as a critical liaison between financial advisors, internal operations teams, and clients. Inclusive of account opening procedures and coordination with Schwab, our custodian.
Support existing client relationships with ongoing account maintenance, money movement requests, and account inquiries. When the needs of our clients change, our service professionals will frequently be the first call.
Maintain up-to-date client information in Salesforce.
Work cross-functionally with other teams to help streamline internal processes for the client services team.
Assist financial advisors as our investment offering evolves. This will include providing paperwork and documentation to clients to onboard into new investments, including alternatives and private investments.
Run performance reports and help financial advisors prepare for annual client meetings.
Thrive in a fast-paced environment, as well as in a high-touch client-facing role.

Requirements

What you’ll need

3+ years of experience in the financial services industry in a client-facing role
Experience within the asset management or wealth management industry
Exceptional written and oral communication abilities, specifically when working with high-net-worth clients
Familiarity with wealth management operations, and particularly client onboarding, is ideal
Strong client service & technical skills (Salesforce, G Suite, Microsoft Office)
Capacity to work closely and successfully with financial advisors
Strong project management skills
Demonstrated ability to succeed in a fast-paced and dynamic work environment, in working independently and on a team
Passion for our women-oriented mission

Benefits

Comp & perks

401k plan
medical, dental and vision health insurance (80% of premiums covered by employer)
unlimited paid time off and flexible scheduling
paid parental leave
financial support for accessing reproductive healthcare