Client Success Manager
W3Global
W3Global is a growing, high-touch wealth management firm committed to clear, personal financial guidance. We’re seeking an Advisor Support Manager to be the right hand to the CEO/lead advisor, manage client relationships, meetings, and day-to-day account operations. You’ll drive follow-up, keep details moving, and ensure clients are cared for at every step, with hands-on experience in client accounts, trades, onboarding, CRM, and advisor‑client workflow. #J-18808-Ljbffr
Vacancy posted 11 hours ago
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