Client Services Manager: Wealth Advisor Support & Growth
Listed on 2026-10-11
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Finance & Banking
Wealth Management
Trade Street Wealth Advisors in Greer, SC is seeking an experienced Client Services Manager to support Financial Advisors and manage day-to-day client service needs.
You will provide administrative and operational support, prepare client materials, coordinate with broker-dealers, and maintain accurate client data in Redtail CRM, while delivering exceptional service in a small, collaborative office. You will assist with meetings, planning, and compliance tasks essential to client success.
This role, Client Services Manager:
Wealth Advisor Support & Growth at Trade Street Wealth Advisors, could be your next career step.
Consider building your career as a Client Services Manager:
Wealth Advisor Support & Growth at Trade Street Wealth Advisors.
The Client Services Manager:
Wealth Advisor Support & Growth position in the Finance, Management & Operations field is open for applications.
We have an opening for a Client Services Manager:
Wealth Advisor Support & Growth in Greer, SC, United States within Finance, Management & Operations.
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