EQ Private Wealth Advisors in Palos Verdes Peninsula is seeking a Director of Client Operations to anchor the firm’s client experience. This role combines high organization with licensed professionals to own the ecosystem and ensure every detail is cared for.
Based in-office, full-time, you will support advisors, manage money movements and trades using Wealthbox and major custodians, and orchestrate intimate client events annually. Competitive compensation and benefits included.
#J-18808-LjbffrClient Operations Maestro - Wealth Advisory (In-Office) in palos verdes peninsula at Unknown Company
This position is listed as full time and onsite.