Client Service Lead β€” Wealth Management Operations

Client Service Lead β€” Wealth Management Operations

Full-Time No working from home possible
W

Waverly Advisors, LLC seeks a Client Service Manager to oversee client service support across regions, ensuring consistent service standards and operational continuity. You will manage coverage, monitor workloads, and guide teams in resolving escalated issues while collaborating with portfolio management, operations, and advisors.

You will lead efforts to implement improvements, train staff, and maintain high-quality client service in a fast-paced wealth management environment with a focus on

#J-18808-Ljbffr

W

Contact Details:

Waverly Advisors, LLC Recruitment Team