Client Service Manager

FEG Investment Advisors•Cincinnati, OH

2d•Onsite

About The Position

The Client Service Manager is a key member of Operations with the primary objective of ensuring that clients’ daily operational needs are accomplished timely and accurately. This individual serves as the client’s primary point of contact for daily back-office support by coordinating activities with internal teams and external service providers. The individual is an integral part of the implementation of investment decisions for client relationships and requires a strong background in financial operations to resolve account specific administrative and operational issues.

Requirements

Bachelor’s degree preferably with a business focus.
8-10 years of work experience in the investment industry or a similar field, preferably client service related.
Strong organizational skills, attention to detail and ability to multi-task.
Understanding of investment terminology.
Ability to identify and resolve or appropriately escalate complex issues with minimal guidance.
Experienced in Microsoft Office, Excel, PowerPoint and SharePoint with strong attention to detail, and excellent written and verbal communication skills.
Listen and learn while still taking full ownership of individual scope of work.
Engage collaboratively with clients, investment teams and peers.
Prioritize effectively and decisively across complex teams and competing priorities.
Enjoy working in and learning about the financial investment industry.
All candidates must already have legal authorization to work in the United States at the time they apply and remain authorized throughout their employment, without requiring current or future sponsorship.

Responsibilities

Primary point of contact for clients and advisor teams focused on enhancing the client experience.
Coordination of all operational service activities with internal teams and external service providers.
Monitor completion of activities and serve as single contact for cohesive communications.
Serve as client operational point of contact for onboarding new institutional relationships and oversee all steps in the onboarding process for Operations department.
Conduct post-meeting activity review with consultants.
Proactively communicate with clients to ensure integrity of client data, create client recognition, and maintain gauge of satisfaction with FEG services.
Identify opportunities to implement efficiencies within the flow of operational activity.
On an as needed basis, participate in discovery calls and finals presentations with prospective clients, providing operational expertise to the discussions.
Serve as firm’s liaison with preferred custodian relationship managers and perform due diligence on potential new relationships.

Benefits

Competitive compensation and bonus opportunities commensurate with qualifications and performance.
Employer-paid life, Short-Term Disability and Long-Term Disability coverage plus subsidized Medical, Dental, & Vision plans.
Wealth Benefits including 401(k) and ESOP Programs with company contributions.
Paid Time Off (Holidays, PTO, Parental Leave).
Flexible work options designed to support work-life balance while maintaining productivity and collaboration.
Employee-led culture committees focused on engagement, well-being, diversity, and a positive workplace environment.
A structured mentorship program that fosters professional growth, knowledge sharing, and leadership development through meaningful one-on-one connections.
Tuition reimbursement for approved educational programs to support continued learning and career development.
Reimbursement for eligible professional certifications and industry-recognized designations.
Access to comprehensive wellness programs that support physical, mental, and overall well-being.