Director of Client Operations — Wealth Management

A leading wealth management firm in Palos Verdes is seeking a Director of Client Operations. In this full-time role, you will ensure that the office runs smoothly and clients receive exceptional service. Essential qualifications include active Series 7 and Series 66 licenses, and over 5 years of experience in wealth management. Proficiency with Wealthbox, LPL ClientWorks, or Schwab is a plus. Join a boutique firm that values collaboration and personal client relationships while avoiding the commutes of larger cities. #J-18808-Ljbffr