Client Service Lead

The Client Service Lead serves as the primary operational and service contact for advisors and clients, delivering timely, solutions-oriented support and partnering with custodians and internal teams. The role focuses on ensuring accurate execution of account openings, maintenance, transactions, and documentation while managing fluctuating work volumes and maintaining high standards of client experience. The position operates within a hybrid work model and requires strong communication, ownership, and the ability to work independently and with distributed teams.