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Client & Operations Manager - Finance; No-Limit PTO

Job in Peachtree Corners, Gwinnett County, Georgia, 30092, USA
Listing for: Prehmus Financial, a BIP Wealth Company
Full Time position
Listed on 2026-02-21
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Client Experience & Operations Manager - Finance (No-Limit PTO)
A financial services firm in Peachtree Corners is seeking a Relationship Manager to enhance client experience through exceptional service. In this role, you will be responsible for managing client onboarding, executing transactions, and overseeing data management within our CRM. The ideal candidate will have over 4 years of experience in the financial sector, possess advanced Microsoft Office skills, and maintain composure during stressful situations.

This position offers competitive salary and comprehensive benefits in a flexible working environment.
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