Lifetime Advisors Group, a holistic financial planning firm in Rhode Island, is seeking an organized, dependable operations leader to streamline client workflows and office systems. You will oversee Redtail CRM, coordinate client communications, and track paperwork, ensuring timely updates and professional service.
Ideal candidates bring strong organization, calm problem-solving, and a collaborative mindset to support leadership in building consistent processes and superior client care.
#J-18808-LjbffrClient Operations & Workflow Excellence Leader (4-Day Week) in north kingstown at Unknown Company
This position is listed as full time and onsite.