Lead Client Services Manager
cmc recruitingLarkspur, CA
Lead Client Services Manager
cmc recruitingLarkspur, CA
2 days ago
Occupations
First-Line Supervisors of Personal Service WorkersPersonal Service Managers, All OtherFirst-Line Supervisors of Office and Administrative Support WorkersIndustries
Portfolio Management and Investment AdviceTelemarketing Bureaus and Other Contact CentersMiscellaneous Financial Investment ActivitiesAbout the role
CMC Recruiting is assisting a prominent wealth management firm in California to hire a Client Service Manager. The role leads a team of Client Service Associates, manages client relationships, and drives service excellence across the organization.
The ideal candidate will have:
5–8+ years in wealth management client service, strong leadership, and experience with Fidelity/Schwab. Join a high-touch environment focused on growth and client satisfaction.
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JOB OVERVIEW
Experience level
Senior
Location
Larkspur, CA
Occupation
First-Line Supervisors of Personal Service Workers
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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