Wealth Client & Operations Lead
Job in
Fort Wayne, Allen County, Indiana, 46804, USA
Listed on 2026-08-30
Listing for:
Northwestern Mutual
Full Time
position Listed on 2026-08-30
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep
Job Description & How to Apply Below
Summit Financial Group in Fort Wayne, IN is seeking a Client Service Manager to deliver seamless client service and coordinate across advisory, planning, and operations teams. This role focuses on accuracy, timelines, and proactive communication to support the client lifecycle.
Reporting to the Manager of Client Service, you will lead operational execution and serve as the primary point of contact for client requests, onboarding, and ongoing service delivery.
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