Client Operations Lead - Financial Services
Retirement Resource Center, LLC.
Fiduciary Family Office seeks an experienced operations professional to oversee daily office operations, client service, and financial administration. The role ensures alignment with the office\'s goals and strategies, coordinating with advisors and external partners to maintain a seamless client experience. The ideal candidate will have a bachelor\'s degree, 5+ years in financial services, and preferably a CFP designation. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 5 days ago
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