Future Opening: Client Service & Operations Lead

Wealthy

**Benefits:** * 401(k) * Dental insurance * Health insurance * Paid time off * Vision insurance **Client Service \& Operations Lead** The Client Service \& Operations Lead owns Continuity's client service function --- the processes, systems, and quality behind the client experience. This is a leadership role focused on owning the work and building the systems the team will grow on. Core responsibilities include: * Owning and overseeing day-to-day client service execution (onboarding, account maintenance, service-calendar delivery, client follow-ups, and CRM data accuracy) * Building, documenting, and improving client service workflows and SOPs, including capturing institutional knowledge into repeatable processes * Serving as the escalation point for complex client service matters and resolving issues with Schwab and third parties * Partnering with the advisor team to align client service with client needs * Any other duties as assigned by management Compensation: $100,000.00 per year CrossMMG provides comprehensive HR solutions and administrative services tailored to the needs of client-first firms. From hiring support and onboarding to compliance, benefits, and day-to-day HR guidance, CrossMMG helps streamline the employee experience, so you can focus on growing your business while they support your team.