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Onsite Client Service Lead — Advisor
Job in
Bozeman, Gallatin County, Montana, 59772, USA
Listed on 2026-01-20
Listing for:
XYPN
Full Time
position Listed on 2026-01-20
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager
Job Description & How to Apply Below
A financial services organization based in Bozeman, MT is looking for a Client Service Manager to oversee service workflows and lead the Client Service team. This full-time role involves direct support for advisors and managing ticket systems while fostering a culture of continuous improvement. Ideal candidates should have over four years of experience in client service, including management experience. Competitive salary and an excellent benefits package including unlimited vacation days and stock ownership are offered.
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