About this role
Client Services and Experience Manager at Stratos Wealth Partners. Location: Franklin, Tennessee, United States. Role: managing onboarding, coordinating custodians, improving workflows Requirements: 2+ years in wealth management operations or client service; hands-on onboarding, account servicing, custodial coordination (Schwab/Fidelity); strong organization, communication, and compliance-minded client service skills. Category: Finance and Accounting Seniority: Mid Level Tools: Schwab Advisor Center, Fidelity Wealthscape, Redtail CRM, Orion, MoneyGuidePro, FMG Commitment: Full Time Workplace: Onsite Languages: English