Client Experience & Operations Lead

A financial services firm in Boca Raton seeks a Client Service & Operations Manager to deliver exceptional client care, manage operations, and collaborate with advisors. This role emphasizes proactive communication and organizational skills, requiring a degree in finance and 5+ years in client-facing or operational roles. The ideal candidate will thrive in a dynamic environment and take pride in maintaining a professional operation. Competitive compensation includes a salary of $85-100k plus a performance bonus. #J-18808-Ljbffr