Client Services Manager

Are you a motivated leader with a passion for client service, team development, and process improvement? Signature Wealth, a leading independent financial planning and wealth management firm, is seeking a Client Services Manager to join our dynamic team.

At Signature Wealth, we pride ourselves on our collaborative, client-centric approach and our commitment to fostering a supportive and empowering workplace. Recognized as a Pittsburgh Business Times "Best Places to Work" for consecutive years, we provide career development opportunities, leadership training, and a comprehensive benefits package—all within a culture that values innovation, trust, and professional growth.

About the Role

As a Client Services Manager, you will oversee the Client Services team, drive process improvements, and ensure an exceptional client experience. This role combines hands-on client service responsibilities, leadership, and strategic collaboration with upper management to enhance department performance.

Key Responsibilities

· Perform all key responsibilities of a Client Services Specialist which includes but is not limited to new account openings, client account management, account contributions and distributions, and processing onboarding, death claims, and other special life events.

· Develop and implement individualized onboarding and training plans for team members.

· Manage work schedules for the Client Services Department.

· Provide regular feedback, set goals, and participate in performance evaluations for the team.

· Lead weekly team meetings and conduct one-on-one check-ins with direct reports.

· Oversee client service projects, process improvements, and compliance initiatives.

· Refine and optimize service workflows to enhance client experience.

· Act as a liaison between Client Services and upper management, preparing reports on team performance and department updates.

· Ensure confidentiality and uphold the highest standards of integrity in handling client information.

What We’re Looking For

· Bachelor's degree or equivalent experience.

· Minimum 8 years of client-facing experience in the financial industry.

· At least 4 years of leadership experience in a supervisory or managerial role.

· Strong leadership, motivation, and team-building abilities.

· Expertise in client service processes, compliance, and financial operations.

· Proven ability to train, mentor, and develop team members, with flexibility in teaching styles.

· Exceptional communication, organization, and problem-solving skills.

· Adaptability and ability to delegate effectively in a fast-paced environment.

· Experience with DiSC® communication styles and emotional intelligence is a plus.

· FPQP® (Financial Paraplanner Qualified Professional)

· SIE/Series 6/Series 63 or equivalent securities licenses

· Completion of Signature Wealth’s in house Manager Education Program

Why Join Signature Wealth?

We believe in taking care of our team just as much as we care for our clients. That’s why we offer a best-in-class benefits package:

✔ 100% employer-paid health insurance (UPMC EPO Option 9)

✔ Dental & vision coverage

✔ 401(k) with employer matching (100% match on first 3%, 50% match on next 2%)

✔ Firm-sponsored professional development (certifications & continuing education)

✔ Generous PTO – Unlimited paid time off after the first year

✔ Fully covered parking for employees in the office 3 days per week

✔ Quarterly team meetings, retreats, and leadership training

Join Our Team!

If you’re a proactive leader with a passion for client service and team development, we’d love to hear from you! Apply today and be part of a collaborative and forward-thinking firm that values its employees and empowers them to succeed.

Job Type: Full-time

Pay: $90,000.00 - $100,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• How many years of client service experience in a wealth management office setting do you have? We are specifically looking for individuals who have client service experience in the financial planning and wealth management world.

Experience:

• Wealth management: 8 years (Required)
• Leadership: 4 years (Required)
• Client services: 8 years (Required)

Ability to Commute:

• Pittsburgh, PA 15219 (Preferred)

Work Location: In person

Salary : $90,000 - $100,000