Client Service Lead — Wealth Management; Hybrid
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Management
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Customer Service/HelpDesk
Job Description & How to Apply Below
Focus Partners is seeking a Manager, Client Service to lead a team of Client Service professionals and ensure a high-quality service experience for advisors and clients. This role blends hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes across Client Service, Core Operations, and Platform Operations.
Our hybrid model requires 3 days in office per week, with up to 2 remote days per week, or as assigned by the team leader.
We are currently recruiting a Client Service Lead — Wealth Management (Hybrid) for our team in Needham, MA, United States.
This role is for the Client Service Lead — Wealth Management (Hybrid) role at LE0123 Focus Partners Wealth LLC.
We are seeking a motivated Client Service Lead — Wealth Management (Hybrid) to join LE0123 Focus Partners Wealth LLC in Needham, MA, United States.
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