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Client Services Manager, Wealth Management Operations

Bogart Wealth, Mc Lean, VA, USA

Pay: 60.000 - 80.000

Job type: Full Time


Bogart Wealth is seeking a Client Services Manager in McLean, Virginia, to oversee service delivery and manage a team of Client Service Associates. The role involves operational oversight, shaping client experience, and ensuring compliance with best practices. Candidates should have 5-10+ years in wealth management, a Bachelor’s degree, and strong leadership abilities. The job offers competitive compensation and health benefits.
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