Sr. Relationship and Operations Manager

Deliver client service and support that consistently exceeds expectations. Partner with advisors as the primary operational and relationship resource to ensure seamless client experiences. Execute actions to establish new accounts or maintain existing accounts accurately and on time. Coordinate projects, training, and development of improved office procedures. Manage multiple projects professionally, oversee objectives, and ensure quality control. Provide leadership to support the success of the team, offering oversight and training to strengthen adherence to policies and enhance team performance.