Head of Client Service. Reports To: Director of Operations. Department: Operations. Position Overview. The Head of Client Service leads Arcadia’s Client Service Specialist (CSS) team and ensures every client receives seamless, accurate, and exceptional service after they become a client. This role combines hands-on operational oversight with people leadership — building a high-performing team that executes with precision, communicates clearly, an...
Salary: $90,000 - $100,000. Director of Operations. Position Overview. The Director of Operations is a key leadership role responsible for translating strategy into disciplined execution. Reporting directly to the Chief Operating Officer (COO), this individual will oversee departmental leadsincluding tax, client services, legacy and compliance and work closely with the Client Experience and Planning Operations teams to drive firm-wide efficiency,...
Salary: $48,000 - $50,000. Position Title: Administrative Coordinator to the Tax Department. Reports To: Head of Client Experience (primary) and Tax Team Lead (secondary). About Us. At Arcadia Financial, we challenge clients to. fearlessly live every day like its Saturday. We are a world-class, five-star financial firm that blends sophisticated planning with a warm, boutique feel. Our culture emphasizes excellence, collaboration, and a concierge-...
