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Wealth Advisory: Client Operations Manager

Job in Manchester, Hillsborough County, New Hampshire, 03103, USA
Listing for: Steward Partners
Full Time position
Listed on 2026-01-23
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading independent financial services firm in Manchester, NH is seeking a Registered Client Administrative Manager (CAM) to provide operational support to Financial Advisors. The role involves onboarding new client accounts, maintaining relationships, and preparing financial reports. Candidates must have an active FINRA Series 7 and 66 licenses, along with strong organizational and customer service skills. This position offers a dynamic team environment with opportunities for collaboration and a commitment to client excellence.
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