Client Services Manager (McLean)

A growing wealth management firm is seeking a Client Service Manager to lead and enhance the client service and operational support function in McLean. This role will oversee daily service operations, support a team of Client Service Associates, and help drive a best-in-class client experience through process improvement, operational oversight, and team leadership.

The ideal candidate is an experienced operations or client service professional within the wealth management industry who thrives in a fast-paced, collaborative environment and enjoys building efficient, scalable service processes.

Position Summary

The Client Service Manager will partner closely with firm leadership to oversee service delivery, optimize operational workflows, and support the continued growth of the organization. This individual will play a key role in managing client service operations, developing team members, and ensuring consistent execution across all ...

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