The Well is seeking a Client Service Manager for its wealth management practice. This fully remote, full-time role reports to the Director of Operations and leads client service and branch operations, overseeing complex processes and ensuring high-touch service.
You will mentor staff, streamline workflows, and collaborate with advisors to anticipate client needs. The ideal candidate has 5+ years in wealth management service, RIAs or broker-dealers, and solid regulatory knowledge.
#J-18808-LjbffrRemote Client Service Leader - Wealth Management Ops in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.