What are the responsibilities and job description for the Service Excellence Manager position at Veritas Boston Wealth Management?
Job Overview
Veritas Boston Wealth Management is seeking a highly organized and service-oriented professional to join our team as a Client Service Manager. This role serves as a vital connection between our clients, support staff, and advisors.
The ideal candidate will be detail-oriented, proactive, and possess a passion for delivering exceptional client care. This position includes responsibilities in client support, office management, compliance, and administrative coordination.
