Client Experience & Operations Leader

CrossMMG, LLC; Washington (District of Columbia); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Paid time off

Vision insurance

Job summary

Continuity Wealth Group is seeking a Client Service & Operations Lead to own the client service function, building the processes and systems that scale the client experience.

In this full-time Washington, DC role, you will oversee onboarding, account maintenance, service-calendar delivery, CRM data accuracy, and work with Schwab and third parties to resolve issues, while aligning with advisor goals.

Job description

Continuity Wealth Group is seeking a Client Service & Operations Lead to own the client service function, building the processes and systems that scale the client experience.

In this full-time Washington, DC role, you will oversee onboarding, account maintenance, service-calendar delivery, CRM data accuracy, and work with Schwab and third parties to resolve issues, while aligning with advisor goals.