Hybrid Wealth Client Services Manager | Schwab Liaison

Caissa Wealth Strategies, located in Bloomington, Minnesota, is seeking a Senior Client Service Manager to oversee operations that serve clients. This hybrid role requires at least 5 years of financial services experience, mastery of the Schwab platform, and adeptness in client management. The successful candidate will manage client onboarding, compliance standards, and operational workflows. If you are detail-oriented and possess strong analytical skills, apply to join our team and help us provide exceptional service to our clients.
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