Senior Client Service Manager - Wealth Planning & Ops
$100k - $110kWealth Enhancement Group
Wealth Enhancement Group in McKinney, TX, seeks a Sr. Client Service Manager to lead client service and operations, including wealth planning and account management. The role focuses on coordinating data, reports, and client communications to support senior advisors and maintain top-tier service. The position is on-site with base salary $100,000–$110,000 plus an annual bonus. Requirements include 5+ years in wealth management, Salesforce expertise, and familiarity with Orion and eMoney. #J-18808-Ljbffr Wealth Enhancement Group
Vacancy posted 7 hours ago
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