Wealth Advisory Office & Client Services Lead

A financial services firm is seeking an Office and Client Services Manager for a full-time role in Cornelius, NC. The ideal candidate will have a strong background in financial services, particularly in wealth management or advisory settings. This position will involve acting as the primary contact for clients, managing administrative functions, and ensuring compliance with regulations. Proficiency in Microsoft Office tools and a willingness to obtain a Series 65 license are essential.

Salary is projected between $75,000 and $90,000, reflecting the importance of the role in enhancing client service and operations.
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