More jobs:
Client Service Manager, Advisor Lead
Job in
Bozeman, Gallatin County, Montana, 59772, USA
Listed on 2026-01-12
Listing for:
XY Planning Network
Full Time
position Listed on 2026-01-12
Job specializations:
-
Management
Client Relationship Manager -
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A leading financial advisory firm is seeking a Client Service Manager to oversee the Client Service function, ensuring service quality and operational efficiency. Responsibilities include managing a team, handling service requests, and driving continuous improvement. Applicants should have over 4 years of experience, including a background in financial services, and proficiency with Schwab. The role is based in Bozeman, MT, offering a competitive salary and flexible work environment.
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