Financial Operations Manager

3 weeks ago


Charlotte, North Carolina, United States Capital Wealth Advisors Full time
Job Summary

CAPITAL WEALTH ADVISORS seeks a skilled Client Services Manager to lead our office operations and deliver exceptional client experiences. This role requires a self-motivated individual with excellent organizational and communication skills.

Key Responsibilities:

  • Manage day-to-day office activities to ensure efficiency and effectiveness.
  • Liaise with advisors to coordinate client meetings and events.
  • Maintain accurate records and reports to inform business decisions.

Requirements:

  • Minimum 5 years of experience in a leadership or operational role.
  • Proven ability to motivate and direct teams to achieve goals.

Estimated Salary: $70,000 - $90,000 per year based on experience.



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