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Senior Client Success Lead - Wealth Management

Job in Paterson, Passaic County, New Jersey, 07544, USA
Listing for: InvestCloud, Inc.
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading wealth technology firm seeks a Client Service Lead based in New Jersey to manage relationships and support clients through high-priority inquiries. The ideal candidate will have over 10 years of financial services experience, with a solid background in wealth management operations. Responsibilities include developing client relationships, monitoring satisfaction, and collaborating with internal teams to ensure service excellence.

This role offers a salary between $100,000 and $125,000 along with comprehensive benefits.
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Position Requirements
10+ Years work experience
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