About this opportunity
NFP Corp lists this Client Service Lead – Complex Onboarding & Ops opportunity in potomac, Maryland. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Wealthspire Advisors is seeking an advanced Client Service AVP to support advisor teams and clients through complex account operations, onboarding, and maintenance. The role requires expert technical knowledge, exceptional client communication, and independent resolution of complex custodial issues.
The AVP will own client relationships, lead onboarding, and serve as a subject matter expert, driving process improvements and training for associates across the team.
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Worksite address
potomac, MD, 20854, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.