Client Operations Manager

Job Description Job Description Our client is a fast-growing financial firm whose prospective clients frequently discover them through their popular YouTube channel, reaching out for expert guidance with their retirement planning. As the Client and Operations Manager, you will serve as the heartbeat of that journey—guiding prospective clients from their very first inquiry, prepping advisors for high-impact meetings, and keeping post-meeting follow-ups moving seamlessly. This isn't just a schedu…