Senior Client Service & Ops Lead, Wealth Management
Listed on 2026-10-20
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Finance & Banking
Wealth Management, Banking & Finance
Masis Professional Group represents an established Registered Investment Advisory firm in Middlesex County, CT, seeking a Senior Client Service Lead to support custodian relationships and drive improvements in service workflows.
Reporting to the Chief Compliance Officer, you will oversee complex client service matters, mentor junior team members, and partner with custodians and vendors to resolve critical issues while strengthening controls and processes across the operation.
We are seeking a motivated Senior Client Service & Ops Lead, Wealth Management to join Masis Professional Group in New London, CT, United States.
Step into the Senior Client Service & Ops Lead, Wealth Management role at Masis Professional Group in New London, CT, United States and grow with us.
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