Client Services Manager

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🔥 50 minutes ago

🗽 New York – Remote

🗽 New York – Remote

💵 $85k - $100k / year

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

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Ellevest

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2014

💸 Finance

💳 Fintech

👥 B2C

💰 $53M Series B - Ellevest on 2022-04

Finance • Fintech • B2C

Ellevest is a women-founded, women-led financial services firm and SEC-registered investment adviser (RIA) focused on closing the gender wealth gap by providing personalized wealth management and financial planning for women and families. Founded in 2014, Ellevest offers full-service wealth management (Personal Wealth Management for clients with $500,000+ and Private Wealth Management for $1M+), standalone financial planning for a flat annual fee ($4,800), and a values-aligned, tax-aware investment approach that emphasizes diversification and fiduciary care. The company positions itself as a fiduciary adviser, provides goal-based and impact investing options including curated private funds, and discloses assets under management above $1 billion; it also discontinued its automated digital investing product in 2025 and transitioned qualifying accounts to Betterment. Ellevest’s services are targeted primarily at individual consumers (women and families) seeking advice, portfolio management, and planning tailored to gender-specific financial realities.

📋 Description

• 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

• 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

• 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