Client Experience Manager, Financial Planning
Capstone Financial, LLC
Synergy Wealth Solutions is seeking a detail-oriented Client Services Manager to help keep clients well cared for and the office running smoothly in Overland Park, KS. This full-time, in-office role supports daily operations, coordinates schedules and follow-ups, maintains accurate client records, and helps create a seamless experience for clients and the advisory team. The ideal candidate is organized, proactive, client-focused, and comfortable working within privacy and compliance guidelines, #J-18808-Ljbffr Capstone Financial, LLC
Vacancy posted 1 day ago
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