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Wealth Client Services Manager
Job in
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-07-13
Listing for:
Digital Insurance LLC
Full Time
position Listed on 2026-07-13
Job specializations:
-
Management
Wealth Management
Job Description & How to Apply Below
One Digital in Phoenix, AZ, is seeking a Client Service Manager to ensure an exceptional client experience in a hybrid environment. You will oversee onboarding, respond to inquiries, coordinate with advisors, and support wealth management operations to meet client needs.
The role requires strong communication, a solid grasp of financial planning concepts, and experience with CRM systems like Salesforce and Orion.
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