Aon

3 weeks ago

Client Service Leader

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 8 hours agoStatus: Live

Job Summary

Own the client relationship end to end by leading client services professionals and setting service standards that ensure a consistent, high-quality client experience. Partner daily with advisors while collaborating across investment, compliance, technology, and operations to resolve issues and deliver client needs. Bring deep operational expertise in RIA client service work, custodial platforms, and CRM tools, and use data-driven leadership to coach teams and drive continuous improvement.

Location: San Francisco

Workplace: Hybrid

Employment Type: Full time

Job Function: Administration & Executive Assistance

Seniority: Manager level

Key Responsibilities

•Develop and manage client services professionals who take ownership of the client relationship end to end.
•Set, communicate, and enforce service standards, holding staff accountable to the client experience expected.
•Collaborate with advisory teams, compliance, technology, and data operations to ensure consistent, informed service at each touchpoint.
•Partner with advisors as a trusted client service counterpart and represent Client Services in cross-functional settings.
•Drive performance and process improvements using data-driven metrics and operational playbooks/training programs.

Pay and Benefits

Salary: USD 130,000 - 175,000 annually

Perks:Paid Leave401kHealth Insurance

Key Requirements

•10+ years of financial services experience with significant client service operational expertise.
•5+ years of people management experience, including managing managers and overseeing teams across locations/functions.
•Expert proficiency across major custodial platforms (Schwab, Fidelity, Pershing), including account structures, transaction processing, and escalation management.
•Deep understanding of RIA client service operations (account onboarding, money movement, regulatory requirements).
•Proficiency in Salesforce and CRM systems, including workflow design and reporting; bachelor’s degree or equivalent (advanced degree preferred).

Experience:10+ yearsFinancial servicesRIA client servicesCustodial platformsWealth management

Education:Bachelor's

Skills:People leadershipCommunicationData-driven decision-makingCross-functional collaborationStakeholder management

Languages:English

Tech Stack:SchwabFidelityPershingSalesforceCRMSalesforce and CRMWorkflow designReporting

Company Brief

Aon

Global professional services firm providing risk, retirement, human resources, and insurance brokerage solutions to clients worldwide, including consulting, reinsurance, and data-driven risk management services.

Industry: Insurance

Company Size: Enterprise (1,001+ employees)

Revenue: USD 1B+

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: London, United Kingdom

Founded: 1982

Glassdoor: 3.9

Website LinkedIn Glassdoor

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