Bluespring Wealth Partners, LLC in Morristown, NJ is looking for a Client Services & Operations Manager to oversee high-level administrative and business operations for the advisory team. The role requires a strong understanding of financial services operations, discretion in resolving complex issues, and excellent customer service skills.
The successful candidate will be responsible for maintaining client files, generating reports, and supporting advisors in client interactions. This position offers competitive pay, benefits, and opportunities for growth in a supportive environment.
#J-18808-LjbffrFinancial Advisory: Client Services & Operations Lead in morristown at Unknown Company
This position is listed as full time and onsite.