Wealthspire
San Francisco, California
Client Service Leader
We tailor your resume to this role and apply for you in seconds.
Apply to Client Service Leader at WealthspireJob details
- Location
- San Francisco, California
- Work type
- Hybrid
- Compensation
- $130,000 - $175,000/yr
- Posted
- 3 weeks ago
- Apply on
- jobs.aon.com
About this role
10+ years in financial services with client service operations expertise, 5+ years people management, expert knowledge of Schwab/Fidelity/Pershing, Salesforce/CRM proficiency, project management and data-driven operational leadership, bachelor's degree or equivalent.
What you'll do at Wealthspire:
- managing teams
- setting standards
- leading integrations
Apply to this Client Service Leader role at Wealthspire with a tailored resume on ApplyBolt.
Ready to apply to Wealthspire?
We tailor your resume to this role and apply for you.