Client Services and Wealth Ops Leader
AG Foundry - Recruiting & Staffing
AG Foundry - Recruiting & Staffing seeks an organised operations leader to oversee a fiduciary financial advisory firm's Client Services team. You will manage onboarding, advisor support, compliance coordination, and retirement plan service delivery to build scalable systems that empower advisors and staff. Responsibilities include leading client experience, documenting workflows, coordinating plan onboarding, and improving processes while ensuring regulatory alignment and strong client service #J-18808-Ljbffr AG Foundry - Recruiting & Staffing
Vacancy posted 1 day ago
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