Client Service Manager

CI Financial • Boston, MA

20d • $108,000 - $135,000 • Onsite

About The Position

The Client Service Manager creates and implements business processes to improve efficiency and consistency across offices, leads a team of four direct reports, and provides dotted-line support to more than 15 team members. The role responds to client and advisor issues, analyzes business metrics using Salesforce, and serves as the regional Salesforce administrator and trainer. It also manages business configurations, supports special projects, and works with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements. The position is required to work onsite four days per week and may require quarterly travel to Ohio, Indiana, and Western Pennsylvania. The role is exempt and pays $108,000–$135,000 per year under Massachusetts law.

Requirements

• Bachelor’s degree from an accredited institution.
• 5–7 years of professional experience.
• 3–5 years of experience managing teams.
• Experience with Salesforce, DocuSign, Microsoft Suite, and portfolio accounting software, or ability to learn quickly.
• Strong communication, organization, and problem-solving skills.
• Customer service mindset and collaborative, team-first attitude.
• Willingness to travel quarterly to Ohio, Indiana, and Western Pennsylvania.
• High level of professionalism, confidentiality, and attention to detail.
• Must be at least 18 years old.
• Must have unrestricted U.S. work authorization and provide proof of authorization.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement.

Responsibilities

• Create and implement business processes to improve efficiency and consistency across offices.
• Lead four direct reports and provide dotted-line support to more than 15 team members.
• Respond promptly and effectively to client or advisor issues and ensure timely resolution.
• Generate and analyze business metrics using Salesforce to support decision-making.
• Serve as the regional Salesforce administrator and trainer, helping teams use the platform effectively.
• Manage business configurations and support special projects as needed.
• Meet regularly with Advisors, Managing Partners, and Team Leads to understand needs and drive improvements.

Benefits

• 401(k) plan with employer matching.
• Four medical plan options generously subsidized by Corient.
• Employer-paid dental, vision, life, and AD&D insurance.
• Employer-paid short-term and long-term disability insurance.
• Paid maternity and parental leave.
• Flexible Spending Accounts and Health Savings Accounts.
• Dependent Care FSA.
• Commuter and Transit FSA.
• Corporate discount program through Perkspot.
• Training reimbursement.
• Paid professional designations.
• Volunteer days.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager