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AON PLC

AVP, Client Service Leader & Operations

los angeles, CA

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About this opportunity

AON PLC lists this AVP, Client Service Leader & Operations opportunity in los angeles, California. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Wealthspire Advisors LLC is seeking a Client Service Manager in Los Angeles to ensure exceptional client service and lead the Client Service Associates. The role includes continuing as a CSA for an assigned client group while guiding the team to deliver superior service.

The position requires in-office work at least two days per week, collaboration with managers and client-facing staff, and strong supervisory, CRM, and MS Office skills. Financial services experience is preferred.

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Worksite address

los angeles, CA, 90079, US

Who can apply

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