Client Services & Operations Lead Financial Advisory

Bluespring Wealth Partners

Kestra Financial, Inc. is seeking a Client Services & Operations Manager to lead high-level administrative and business operations for the advisory team. You will implement policies, maintain client files, and generate performance reports while guiding a fast-paced operations function. You will work across Redtail, Advisor Complete and SharePoint, ensuring compliance guidance and process improvements. Strong communication and problem-solving skills are essential for success. #J-18808-Ljbffr

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Vacancy posted 3 days ago

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