Client Success Team Lead – RIA Services
Listed on 2026-10-14
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Customer Service/HelpDesk
Client Relationship Management, Customer Success Management -
Management
Client Relationship Management
Asset Mark seeks a Team Leader to guide a Client Service Support team of four to eight specialists, ensuring consistent, high-quality service for RIAs. You will mentor staff, drive best practices, and partner with leaders to resolve complex issues and improve processes.
You’ll report to the VP of RIA Service, help shape service standards, and support cross-functional collaboration across departments with a focus on advisor satisfaction and client outcomes.
The Client Success Team Lead – RIA Services role at Asset Mark is now open for applications in Town of Charlotte, NY, United States.
We would love to welcome a new Client Success Team Lead – RIA Services to our organisation in Town of Charlotte, NY, United States.
For the Client Success Team Lead – RIA Services position at Asset Mark, we are reviewing applications now.
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