Onsite Client Operations Manager – Wealth Advisory
Listed on 2026-10-13
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Finance & Banking
Regulatory Compliance Specialist
CMC Recruiting is seeking an experienced Client Operations Manager to provide end-to-end support to three Financial Advisors and their clients in Metairie, LA. You will coordinate client onboarding, paperwork, and ongoing service, ensuring timely, accurate processing and proactive communication.
The role requires Series 7 and Series 66 licenses, strong organization, and comfort with CRM systems and MS Office.
Step into the Onsite Client Operations Manager – Wealth Advisory role at CMC Recruiting in Metairie, LA, United States and grow with us.
The position is based in Metairie, LA, United States.
This opportunity is part of our work in Finance, Management & Operations.
The advertised compensation is 80.000 - 90.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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