Remote Wealth Ops & Client Service Lead
CMC Recruiting
Dallas, TX
- Remote job
CMC Recruiting is looking for a trusted right-hand partner in Dallas, Texas to manage operations and client service workflows in a wealth management practice. The ideal candidate will have 3+ years of experience in financial services and excellent organizational skills. This role will involve owning the operational aspects of the practice, ensuring client requests are completed efficiently, and supporting the financial advisor in a variety of capacities. The position emphasizes independence and communication in a remote work environment. #J-18808-Ljbffr CMC Recruiting
Vacancy posted 1 day ago
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