Confidential in Phoenix seeks a seasoned Head of Client Service — Wealth Management to lead elite client service, onboarding, and reporting for UHNW clients. The role requires deep investment knowledge, strong operational discipline, and the ability to partner across teams to deliver sophisticated service.
This senior, hands-on position demands exceptional judgment, discretion, and a track record of managing complex client needs in a regulated environment.
#J-18808-LjbffrSenior Client Services Lead, Wealth Management (UHNW) in phoenix at Unknown Company
This position is listed as full time and onsite.