Client & Operations Lead
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-01-05
Listing for:
Firm Foundation Family Wealth
Full Time
position Listed on 2026-01-05
Job specializations:
-
Finance & Banking
-
Management
Job Description & How to Apply Below
A financial services firm in Boca Raton seeks a Client Service & Operations Manager to deliver exceptional client care, manage operations, and collaborate with advisors. This role emphasizes proactive communication and organizational skills, requiring a degree in finance and 5+ years in client-facing or operational roles. The ideal candidate will thrive in a dynamic environment and take pride in maintaining a professional operation.
Competitive compensation includes a salary of $85-100k plus a performance bonus.
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