Client Service Manager – Wealth Management

Job overview

Client Service Manager – Wealth Management is a hybrid role based in Tampa, FL. The posting lists a salary range of $85,000–$110,000 per year. The role supports a private wealth management practice serving high-net-worth and ultra-high-net-worth individuals and families. Reporting to the COO, the manager leads client service associates and operational staff, oversees daily workflows, and improves service processes and technology adoption. The role helps the firm scale while maintaining consistent, high-touch client service and operational compliance.

What you'll do

• Lead, coach, and develop client service associates and operational staff
• set service standards and development goals
• oversee daily workflows and procedures
• monitor workload, capacity, service levels, and turnaround times
• serve as an escalation point
• improve processes
• promote effective use of CRM, workflow, reporting, and operational technology
• use metrics to support decisions
• identify automation and AI-enabled solutions
• partner with the COO
• ensure compliance with firm, home office, and regulatory requirements.

What we're looking for

Skills & competencies

client service manager

wealth management

tampa fl

hybrid

$85k–$110k per year

private wealth

team leadership

client service associates

operations

crm

process improvement

ai-enabled tools

Work arrangement

• Weekend coverage required

Benefits & perks

• Health, dental, and vision insurance
• disability income insurance
• 401(k) and profit sharing
• paid time off and holidays
• professional development
• continuing education and licensing reimbursement
• onsite fitness center and covered parking
• hybrid work-from-home option.

Why this role

The posting describes a hybrid work-from-home option and an emphasis on automation, AI-enabled tools, and operational technology.

About the employer

RK Partners is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.