AVP, Client Service & Onboarding Leader
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Customer Service/HelpDesk
Client Relationship Management, Banking & Finance -
Management
Client Relationship Management, Banking & Finance
Job Description & How to Apply Below
Wealthspire Advisors is seeking an AVP of Client Service & Operations in Potomac, MD to own complex onboarding and custodial activity, partnering with advisor teams to deliver accurate, timely service.
This role requires deep operational knowledge, superb client communication, and the ability to resolve issues without escalation while mentoring junior staff.
We offer competitive pay and growth opportunities within a People First culture.
For the AVP, Client Service & Onboarding Leader position at Wealthspire, we are reviewing applications now.
We are currently recruiting a AVP, Client Service & Onboarding Leader for our team in Potomac, MD, United States.
This is an excellent opportunity to take on the AVP, Client Service & Onboarding Leader role at Wealthspire.
As a AVP, Client Service & Onboarding Leader, you will play an important part at Wealthspire in Potomac, MD, United States.
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