VP, Client Service Lead West

Aon
United States
Workplace: HybridFull timeFunction: Administration & Executive AssistanceSkills: ["Relationship-building","Data-driven mindset","Leadership","Communication","Stakeholder management"]

Lead a best-in-class client experience across the firm by managing client service teams, partnering with advisors, and overseeing core operational processes. Set and enforce service standards, develop people and accountability structures, and support advisor integrations/onboarding. Use deep RIA and custodial platform expertise (Schwab, Fidelity, Pershing) to drive scalable operations, data-driven performance management, and cross-functional coordination while representing Client Services to leadership and stakeholders.

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FursaFursa
Aon
Aon
3 days ago

VP, Client Service Lead West

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Last checked: 11 hours agoStatus: Live

Job Summary

Lead a best-in-class client experience across the firm by managing client service teams, partnering with advisors, and overseeing core operational processes. Set and enforce service standards, develop people and accountability structures, and support advisor integrations/onboarding. Use deep RIA and custodial platform expertise (Schwab, Fidelity, Pershing) to drive scalable operations, data-driven performance management, and cross-functional coordination while representing Client Services to leadership and stakeholders.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Sr. Director level

Key Responsibilities

  • •Drive consistent, high-quality client experience across all touchpoints by setting and enforcing service standards.
  • •Build, coach, and develop managers and frontline client service staff, including feedback and performance issue handling.
  • •Partner with advisors and collaborate cross-functionally (investment, compliance, technology, operations) to resolve client needs.
  • •Provide operational leadership for RIA client service processes, including account onboarding, money movement, and regulatory requirements.
  • •Lead strategic and operational initiatives using project management and data-driven performance management to improve service delivery, scalability, and efficiency.

Pay and Benefits

Perks:Paid Leave401k

Key Requirements

  • •Manage client services teams with accountability for performance, development, and service delivery standards.
  • •Expert knowledge of custodial platforms (Schwab, Fidelity, Pershing) including account structures, transaction processing, and escalation management.
  • •Deep understanding of RIA client service operations including account onboarding, money movement, and regulatory requirements.
  • •Experience supporting advisor integrations or onboarding, including operational workflows, timelines, and coordination to bring teams onto a platform.
  • •Proficiency with Salesforce/CRM systems, including workflow design and reporting.
Experience:Wealth managementRetirement advisoryRIACustodial platforms
Skills:Relationship-buildingData-driven mindsetLeadershipCommunicationStakeholder management
Languages:En-us
Tech Stack:SchwabFidelityPershingSalesforceCRMCustodial platforms

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
Glassdoor: 3.9
WebsiteLinkedInGlassdoor