Dew Wealth Management in Phoenix, AZ is seeking a Client Experience Director to be the connective tissue between service excellence and entrepreneurs who trust us with their finances. You will own the proactive relationship cadence across approximately 215 client families and growing, from welcome videos to referral asks, ensuring no one falls through the cracks.
Reporting to Nick West, Senior Wealth Strategist, this in‑office role emphasizes onboarding, retention, and personalized concierge
#J-18808-LjbffrDirector of Elite Client Experience & Retention in phoenix at Unknown Company
This position is listed as full time and onsite.