Upvote
Downvote
Client Service Manager
Share Job
- Suggest Revision
$100,000 - $150,000 a year
Full-time
- Our client is a successful wealth management firm seeking an experienced Client Service Manager for their firm in New York, NY. Qualified candidates must demonstrate experience with HNW client services, confidentiality, excellent communication, and problem-solving skills in a highly collaborative team environment.
- Candidates with a strong operations background and “white glove” client relationship experience are highly preferred.
- Experience with the Fidelity custodial platform is preferred.
- Handle office operations with account requests, back-office processing, preparing reports and special projects
- Office team collaboration with the investment and planning team for client needs and prospect opportunities
Active Job
Updated 1 month agoSimilar Job
Relevance
Active