DIRECTOR OF OPERATIONS AND CLIENT SERVICES:
OVERVIEW
This position provides a key leadership role in a wealth management firm leading strategic and business planning, management of office operations and innovation and in delivering outstanding client services. The Director will work with the Senior Partners to maintain a culture of continuous improvement and team chemistry and be proactive in identifying and implementing leading practices. They demonstrate collaboration and teamwork in everything they do by partnering to achieve results. Furthermore, they hold a high standard of integrity and accountability and ensure that decision-making reflect The Pinnacle Group’ s principles, client interests, and business objectives.
RESPONSIBILITIES
Qualifications
Please forward resumes to holly.boudreaux@pinnaclegrp.net
ABOUT PINNACLE GROUP, INSURANCE AND FINANCIAL SERVICES
Pinnacle Group is based in Lafayette and founded by Managing Partner Robert Eddy, Jr CLU®, ChFC®, REBC® in 1994. Along with partners Gregory Daigle, JD, CLU®, ChFC® and Kaleb Legg, MBA, they have over 75 years of experience. Along with their support team of eight associates, they provide comprehensive financial services to individuals and businesses. Their services include retirement and financial planning, investment services, insurance services, retirement plans for businesses and planning for other business needs. The team includes administration, analysts, and experienced investment and insurance customer service team members.
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