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Manager of Client Services - Wealth Management

Phoenix, AZPosted 1 weeks ago
Full Time

Job Description

The Client Services Manager ensures the seamless delivery of member services to Investment clients, oversees the operational efficiency of the client service team, implements process improvements, and ensures compliance with regulatory standards. The Manager is a strategic thinker with a passion for service excellence and operational leadership. The Manager cultivates and maintains effective internal and external business partnerships carrying out responsibilities in accordance with the organization’s policies & applicable laws and regulations.

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Manager of Client Services - Wealth Management at Desert Financial | Renata