Client Operations Specialist Supervisor
Current- Manage the Client Operations team of 7 Client Operations Specialists – including the training and development of new hires.
- Responsible for operational support for a team of 8 Private Client Advisors covering a client base of 480 clients with grant and expense processing including compliance review and communication with internal and.
- Member of FSengaged, a group of employees who organize philanthropic events and activities to support Foundation Source employees and our overall community.