AVP, Client Service Leader & Operations

Wealthspire Advisors LLC is seeking a Client Service Manager in Los Angeles to ensure exceptional client service and lead the Client Service Associates. The role includes continuing as a CSA for an assigned client group while guiding the team to deliver superior service.

The position requires in-office work at least two days per week, collaboration with managers and client-facing staff, and strong supervisory, CRM, and MS Office skills. Financial services experience is preferred.