Senior Client Service & Operations Lead
Listed on 2026-09-30
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Customer Service/HelpDesk
Client Relationship Management -
Management
Client Relationship Management
Masis Professional Group in CT seeks a Client Service Operations Lead to act as a senior operational resource. The role reports to the Chief Compliance Officer and collaborates with the compliance team to support high net worth client relationships and complex operational matters.
The person will mentor Relationship Managers and other client service staff, own critical processes, and help establish robust policies and procedures in a wealth management environment.
For the Senior Client Service & Operations Lead position at Masis Professional Group, we are reviewing applications now.
Step into the Senior Client Service & Operations Lead role at Masis Professional Group in CT, United States and grow with us.
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