Client Services Manager
Coastal Management Solutions
Coastal Management Solutions (CMS) in Greensboro, NC is seeking a motivated Practice Manager to support a growing wealth management team. This full-time, on-site role focuses on assisting financial advisors, managing daily operations, onboarding clients, and delivering an exceptional client experience. The role emphasizes ownership, client relationship development, and driving efficiency across the office while staying compliant with industry regulations. #J-18808-Ljbffr
Vacancy posted 3 hours ago
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