Wealth Operations Lead: Client Service & Compliance

A private wealth firm in Boca Raton is seeking an experienced Client Service / Operations Manager to own the operational ecosystem and support the Principal Advisor. The candidate must have over 7 years of experience in financial services, excellent organizational skills, and proficiency with tools like Fidelity Wealthscape. The role involves proactive client communication, compliance oversight, and office management, all pivotal for the firm's high-touch service approach. A competitive salary and benefits are included. #J-18808-Ljbffr