Client Service Lead – Financial ServicesLocation:

Are you an experienced professional in investment account operations who thrives on leading teams, delivering exceptional client service, and driving results?

Client Service Lead

If you’re process-oriented, detail-focused, and passionate about private wealth management, this role offers the opportunity to lead the deliverables of a small client service team while directly impacting the lives and legacies of our clients.

Why Join Chamberlain Group?

For over 40 years, Chamberlain Group has specialized in providing customized wealth management strategies to ultra-affluent clients with net worths ranging from $50 million to $5 billion. We are stewards of our clients’ legacies, offering expertise in estate and succession planning, life insurance, executive benefits, non-qualified plans, and investment advisory services.

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The Opportunity

Client Service Lead

Your Areas of Responsibility:

Team Leadership:

What We’re Looking For:

Education & Experience:

What You’ll Love About Chamberlain Group

A tight-knit team environment where your contributions make a real impact.
A mission-driven firm that values long-term client relationships and team integrity.
A vibrant corporate culture, recognized as a Best Place to Work in Orange County.
The opportunity to work with ultra-high-net-worth clients and provide them with world-class financial solutions.

Apply Today!

If you’re ready to lead, collaborate, and grow within a firm that values stewardship and excellence, we’d love to hear from you.

Chamberlain Group Financial Services

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Client Services Lead - Financial Services