Client Service Manager

Our client is a fee-only wealth management firm seeking an experienced Client Service Manager to join our growing team. This role is central to the client experience—you are the first point of contact for clients and a key partner to our advisors.

The Client Service Manager ensures exceptional service delivery, maintains strong client relationships, and supports the smooth operation of client accounts. You will act as a liaison between clients, advisors, and internal teams, helping drive client satisfaction, retention, and long-term growth.

Location: Eugene, Oregon 
Schedule: Full-Time
Compensation: $60,000 + DOE

Benefits

• Healthcare
• 401(k)
• Paid time off

Key Responsibilities

• Serve as the primary point of contact for clients, handling inquiries and service requests with professionalism and discretion
• Support financial advisors and leadership with servicing both existing and new clients
• Build and maintain strong, long-term client relationships
• Oversee client documentation, ensuring accuracy, completeness, and compliance
• Coordinate with advisors and internal teams to address client needs efficiently
• Communicate effectively with clients via phone, email, and in-person meetings
• Resolve client concerns collaboratively; escalate issues when appropriate and ensure follow-through
• Manage and facilitate the onboarding process for new clients
• Partner with management to identify opportunities for growth within existing client relationships
• Prepare and deliver regular reports on account status, performance, and key metrics

• Minimum 5 years of experience (7+ preferred) in trust, brokerage, finance, investment, wealth management accounting, or related fields
• Proven experience in office administration or client service preferred
• Highly organized, detail-oriented, and able to manage multiple priorities in a deadline-driven environment
• Strong written and verbal communication skills
• Excellent interpersonal skills with a client-first mindset
• Ability to maintain confidentiality and exercise sound judgment
• Self-starter with strong problem-solving and conflict-resolution skills
• Comfortable learning and adapting to new technology
• Proficient with CRM systems and financial management tools (preferred)
• Bachelor’s degree preferred, but not required
• Current Notary Public preferred or willingness to obtain (company-sponsored)

• Clean criminal record; fingerprinting and background check required
• Employment history and references will be verified
• Some travel required for meetings, training, and related activities