claire myers consulting
Our client, an established wealth management firm serving high-net-worth clients, is seeking an experienced Client Service Manager to lead and develop its client service team while maintaining a high standard of service across the firm. This is a hands-on leadership role combining people management, client service, operational oversight, and process improvement. The Client Service Manager will oversee a team of Client Service Associates while continuing to manage a select group of client relationships and serving as a senior resource for more complex client needs.
Headquarters
Sonoma, California, United States
Company Size
1-10 employees
Founded
2017
CMC Recruiting is a wealth management recruiting firm specializing in W-2 hiring for growth-stage advisory firms. They partner with founders and COOs to advise on role design, talent mapping, and long-term team alignment, going beyond typical recruiting execution. CMC serves clients across Denver, Boston, and Chicago, with additional reach into non-profit, healthcare, and retail sectors.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for claire myers consulting.
53% above the average for this role