Client Service Manager

Client Service Manager

Location: Chapel Hill, NC (in office position)

Employment Type: Full-Time

Schedule: Monday – Friday, 8:30 AM – 5:30 PM

About Us

Hamilton Point is a boutique Registered Investment Advisor specializing in providing sophisticated investment strategies and financial advice to high-net-worth families and nonprofit organizations. We pride ourselves on offering a highly personalized, meticulous service experience that fosters long-lasting client relationships.

We’re looking for a dedicated Client Service Manager to join our team who embodies our values of professionalism, attention to detail, and client-first service. This is an in-office role, ideal for someone who thrives in a collaborative and dynamic environment. Our Client Service Managers are a critical touch point for every team member and client. As a vital part of our small, high-functioning team, you’ll play a critical role in delivering exceptional service and supporting our clients’ success.

ROLE AND RESPONSIBILITIES

CLIENT RELATIONS

●    Acts as a primary liaison for high-net-worth clients, investment professionals, and other members of the operations team to provide clients with a personalized, high-touch service experience.

●    Coordinates, prepares, mails, and processes client onboarding documents and returned documents from clients including agreements, transfer paperwork, account maintenance requests, communications etc. with professionalism and accuracy.

●    Assists in preparation of client meeting materials, performance reporting, management fee calculation, and preparation and mailing of quarterly reporting packages.

ACCOUNT MAINTENANCE

●    Acts as primary liaison with our custodians and class action recovery claims litigation vendor.

●    Verifies service requests on behalf of our clients are properly and timely executed.

●    Handles account maintenance tasks such as transfers of assets, cashiering, RMD processing, changes of address, and other account-related tasks.

OFFICE ADMINISTRATION

●    Responsible for opening and closing the Chapel Hill office for daily operations.

●    Effectively manages phone calls and emails from clients, CRM action items, and other tasks as assigned.

●    Creates and maintains client files utilizing internal systems including DocuSign, Wealthbox CRM and Addepar reporting databases. Acts as a “Super User” for DocuSign and Wealthbox CRM platforms.

●    Maintains internal reports and documentation for team meetings.

●    Assists with projects related to client service or internal business operations as requested.

●    Handles client and vendor escalations with care, resolving issues efficiently and minimizing inconvenience for clients.

What We’re Looking For

Qualifications

●    Bachelor's degree in English, Communications, Marketing, Journalism, a related field, or equivalent experience

●    Must have at least 7 years of experience in a client service role within wealth management or a Registered Investment Advisor (RIA).

●    A polished demeanor, high emotional intelligence, and the ability to represent the firm confidently and competently.

●    Strong understanding of investment management vocabulary, financial products and client-service best practices.

●    Proficiency with CRM platforms, DocuSign, and portfolio management systems (e.g., Addepar) is a plus.

●    Strong operational background.

What Makes You Stand Out

This role is suited for a seasoned professional who takes initiative, values teamwork, and is dedicated to ensuring clients receive unparalleled service. They understand the importance of being present, adaptable, and willing to tackle all aspects of the role—big or small—with pride and professionalism. Someone who wants to regularly be in an office.

Does this sound like you:

●    Client-Centric: You know you’re succeeding when clients feel valued, cared for, and supported. Striving to build trust and relationships brings you joy.

●    Adaptable and Flexible: You excel in an ever-changing environment, shifting seamlessly between tasks while maintaining focus and organization.

●    Detail-Oriented: You ensure accuracy and quality in all client interactions and deliverables. Precision and thoroughness are at the heart of everything you do.

●    Emotional Intelligence: Your self-awareness, authenticity, and reliability show in your day-to-day work. You handle high-pressure situations with patience and composure, even when working with challenging clients or tasks.

●    Professionalism: Your polished demeanor, exceptional organizational skills, and ability to represent the firm confidently and competently make you a natural fit.

●    Growth-Minded: You are curious and committed to learning, improving processes, and embracing innovation.

●    Proactive and resourceful: Anticipating client needs is part of your DNA. You go beyond addressing immediate requests by identifying opportunities, solving challenges, and consistently adding value to the client experience.

●    Strong Communication: You confidently write exceptional professional client communications and coordinate effectively within a team. You enjoy talking with and building relationships with clients in person and on the phone.

●    Highly Organized: Your approach is characterized by effectively managing workflows, documenting processes, and maintaining high-level attention to detail.

●    Collaborative: You’re happy and at your best knowing you are part of a team.

●    Problem-Solver: You display grit, fortitude, creativity, and persistence, pushing to secure the best outcomes for clients.

●    Business Acumen: You see the big picture and make informed decisions accordingly.  

Why Our Team Loves Working Here

●    Supportive Environment: Our team values collaboration, psychological safety, and mutual respect. Everyone’s contributions are recognized and celebrated.

●    Work-Life Balance: We understand the importance of balance. With reasonable hours and a supportive culture, our team enjoys both professional fulfillment and personal well-being. Though this is an in-office role, we do have remote work capabilities for special circumstances where flexibility is needed.

●    Opportunities for Growth: We encourage continuous learning and professional development, giving team members the tools and resources to excel in their roles.

●    Client Connections: Building meaningful relationships with clients is at the core of what we do. Our work goes beyond wealth management; it’s about making a positive impact on our clients’ lives.

Benefits

●    A collaborative, supportive team culture where everyone’s contributions are valued.

●    Opportunities for professional growth in a dynamic and evolving industry.

●    A balanced work-life environment, with reasonable hours and a focus on well-being.

●    Health Insurance 

●    Paid Time Off

●    Paid Holidays

●    401(k)

●    Flexible Spending Account

●    Performance-based incentives

●    Group Long-Term Disability Insurance

●    Continuing Education and Tuition Assistance

How to Apply

Ready to join a team that prioritizes clients, values collaboration, and delivers exceptional service?

Please submit your resume and a cover letter detailing your experience and how it aligns with the responsibilities and qualifications of this role.

Note: Professional writing is a critical skill for this position. Applications without a cover letter will not be considered.

We look forward to meeting candidates who share our commitment to excellence and client care!

Hamilton Point will base hiring salary on the knowledge, skills, and background of candidates with a starting point of $75,000.