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Director of Client Experience & Service Excellence

Savvy Wealth, New York

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A leading wealth management firm in New York is seeking a Director of Client Experience to own and evolve the Client Servicing function amidst rapid growth. The ideal candidate will have 8-12 years in operations or customer success, with a proven track record in managing service teams, optimizing workflows, and driving efficiency. This role involves cross-functional collaboration to improve client servicing and ensure scalability while maintaining high service quality. Competitive salary and comprehensive benefits are offered.
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