Client Experience & Operations Manager
TalentLink Solutions
TalentLink Solutions, a client-first financial planning and wealth management firm in Northwest Baltimore, seeks a Client Service and Operations Manager. You will lead a small team, optimize workflows across client service, onboarding, and reporting, and align technology with business goals to elevate the client experience. You will partner with the Founder, ensure CRM accuracy, drive process improvements, support marketing initiatives, and mentor staff to deliver exceptional service while #J-18808-Ljbffr TalentLink Solutions
Vacancy posted 2 days ago
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