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Client Leader – Wealth Advisory Ops
Job in
Franklin, Williamson County, Tennessee, 37068, USA
Listed on 2026-09-01
Listing for:
Stratos
Full Time
position Listed on 2026-09-01
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Flagship Financial Advisors in Franklin, TN is seeking a Client Services & Experience Manager to lead day-to-day client service, onboarding, and operations. You will work closely with advisors to deliver a high-touch client experience, coordinate custodial activities, and drive process improvements across the firm.
The role requires a client-first mindset, strong organizational skills, and experience with Schwab and Fidelity platforms.
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