Senior Client Services Lead - Wealth Management (Hybrid)
Mohr Talent
Mohr Talent is seeking a Client Services Lead in Phoenix, AZ, for a hybrid role in their fast-growing financial services team. The ideal candidate will oversee compliance reviews, manage client service forms, and develop strategic reports, while mentoring junior team members. Applicants should have Series 7, 24, and 63 or 66 certifications, along with 5+ years in financial services operations. The company offers competitive compensation, benefits, and a culture that fosters personal growth. #J-18808-Ljbffr Mohr Talent
Vacancy posted 5 days ago
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