Savvy Wealth, Inc.
West Coast Client Service Manager - Lead & Scale Advisors
Savvy Wealth, Inc., California, Missouri, United States, 65018
A leading wealth management firm in California is seeking an experienced Manager, Client Service - West Coast. This role involves managing a team focused on delivering exceptional service to financial advisors and their clients. The ideal candidate has over 5 years in wealth management operations and proven people management skills. Responsibilities include overseeing daily operations, ensuring quality onboarding, and maintaining advisor relationships. A competitive salary and benefits package are offered.
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