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Wealth Management Client Service Lead
Job in
Morristown, Morris County, New Jersey, 07960, USA
Listed on 2026-07-13
Listing for:
Corient Private Wealth LLC.
Full Time
position Listed on 2026-07-13
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management -
Management
Client Relationship Management
Job Description & How to Apply Below
Corient Private Wealth LLC. seeks a Client Service Lead in Morristown, NJ to guide a team of Client Service Associates, ensuring efficient operations and outstanding client service.
You will collaborate with clients, advisors, and internal teams to oversee all client-related activities and drive continuous improvement. The role demands 5+ years in financial services with leadership experience, superb communication, and strong CRM/Excel skills.
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