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Director of Client Services

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Grand Rapids

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Category:
IT - Administration

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

The Director of Client Services leads and scales the firm’s client service and operations function, transitioning it from an execution-heavy model to a system-driven, automation-enabled department. This role owns the end-to-end client operations experience, develops the operations team, and partners with leadership to deliver a technology-leveraged, team-based firm model. This is a leadership role accountable for results through people, process, and systems—not personal execution. While some tactical work will occur initially, the long-term focus is on strategy, team development, and operational scalability.

Job Responsibility:

  • Lead, coach, and grow the Client Operations team
  • Drive a client-first, service-focused team culture
  • Oversee hiring, onboarding, and performance management
  • Own all operations processes, SOPs, and workflow optimization
  • Drive continuous improvement and operational scalability
  • Maintain a structured process and workflow library
  • Lead operational compliance and serve as primary liaison with LPL
  • Ensure audit readiness and adherence to regulatory standards
  • Monitor, escalate, and mitigate compliance risks
  • Manage key vendor and partner relationships
  • Support succession planning and external partnerships
  • Represent operations in external and industry engagements
  • Ensure timely task execution, workflow accuracy, and service standards
  • Maintain high-quality, low-error client operations
  • Oversee transaction workflows, cash management, and activity tracking
  • Own and elevate the end-to-end client operations journey
  • Drive a "white-glove" service standard
  • Lead adoption of operations technology and AI tools
  • Identify and implement automation opportunities
  • Oversee training and change management initiatives

Requirements:

  • Exceptional organization, follow-through, and strong, tactful communication
  • 5+ years in operations, including 3+ years in team leadership
  • Ability to document, improve, and scale processes
  • Proficiency in CRM, workflow, and project management systems
  • Must obtain Series 7, 66 (or 65/63), Life & Health licenses within 12 months
  • CFP® (or in progress)
  • Experience in RIA, broker-dealer, or hybrid environments (LPL preferred)
  • Familiarity with LPL systems, compliance, and operational frameworks
  • Experience leading operational transformation initiatives
  • Exposure to AI/automation tools

Nice to have:

  • CFP® (or in progress)
  • Experience in RIA, broker-dealer, or hybrid environments (LPL preferred)
  • Familiarity with LPL systems, compliance, and operational frameworks
  • Experience leading operational transformation initiatives
  • Exposure to AI/automation tools
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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