Wealth Client & Operations Lead
Listed on 2026-10-06
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Customer Service/HelpDesk
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Finance & Banking
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.
This posting is for the Wealth Client Experience & Operations Lead role at Northwestern Mutual, based in Fort Wayne, IN, United States.
The following role is for a Wealth Client Experience & Operations Lead with Northwestern Mutual.
Our organisation is growing, and we are hiring a Wealth Client Experience & Operations Lead in Fort Wayne, IN, United States.
This role is for the Wealth Client Experience & Operations Lead role at Northwestern Mutual.
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