Senior Client Services Lead - Wealth Ops & Onboarding
Valid8 Financial, Inc.
Valid8 Financial, Inc. is seeking an experienced Senior Client Service Associate based in San Diego to support our growing client base and deliver exceptional service. This role involves overseeing account operations and acting as the senior point of contact for clients. Qualified candidates should have 5+ years of client service experience in financial services, strong attention to detail, and the ability to manage multiple priorities in a fast-paced environment. Experience with CRM platforms is preferred. #J-18808-Ljbffr Valid8 Financial, Inc.
Vacancy posted 4 days ago
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