
Director, Client Service & Custody Ops (Hybrid)
Heritage Wealth Advisors, LLC, Richmond, Virginia, United States, 23214
A leading financial advisory firm is seeking a Director of Client Service & Custody Operations to oversee client account maintenance and ensure exceptional service delivery. The ideal candidate has over 10 years of experience, strong analytical skills, and a client-focused approach. Responsibilities include managing an internal team, enhancing operational processes, and ensuring compliance. This role offers competitive compensation, a comprehensive benefits package, and opportunities for professional development. Flexible work options available.
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