Client Services Manager

Summit Financial Group, LLC

Summit Financial Group LLC in San Ramon, California, seeks a Client Service Team Leader to supervise client services staff and oversee operational processes. This role involves team goal management, onboarding new advisors, and compliance monitoring. The ideal candidate will have 3-5 years of experience in client services within financial services, strong analytical skills, and a Bachelor's degree in a relevant field. Proficiency with CRM systems is essential. #J-18808-Ljbffr

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Vacancy posted 9 hours ago

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