Client Service & Operations Lead

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

Future Opening: Client Service & Operations Lead

Full Time • Continuity Wealth Group

• 401(k)
• Health insurance
• Paid time off
• Vision insurance

Client Service & Operations Lead

The Client Service & Operations Lead owns Continuity’s client service function — the processes, systems, and quality behind the client experience. This is a leadership role focused on owning the work and building the systems the team will grow on.

Core responsibilities include:

• Owning and overseeing day-to-day client service execution (onboarding, account maintenance, service-calendar delivery, client follow-ups, and CRM data accuracy)
• Building, documenting, and improving client service workflows and SOPs, including capturing institutional knowledge into repeatable processes
• Serving as the escalation point for complex client service matters and resolving issues with Schwab and third parties
• Partnering with the advisor team to align client service with client needs
• Any other duties as assigned by management

Compensation: $100,000.00 per year

CrossMMG provides comprehensive HR solutions and administrative services tailored to the needs of client-first firms. From hiring support and onboarding to compliance, benefits, and day-to-day HR guidance, CrossMMG helps streamline the employee experience, so you can focus on growing your business while they support your team.