Director, Client Services – Wealth Management; Hybrid
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Management
Wealth Management, Project & Program Management -
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Bartlett Wealth Management is seeking a Director of Client Services to lead the Client Services team across multiple offices, ensuring high-quality service and scalable operations. You will shape the operating model, drive efficiency, and align initiatives with the firm’s strategic vision.
Responsibilities include overseeing staff performance, managing budgets, optimizing CRM and custody workflows, and partnering with HR and Advisors to deliver a best-in-class client experience while traveling
For the Director, Client Services – Wealth Management (Hybrid) position at Bartlett & Co., we are reviewing applications now.
Learn more about the Director, Client Services – Wealth Management (Hybrid) role in the description above.
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