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Client Service Manager
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- Rockdale Financial Services Inc has a rich history in the financial industry rooted in New Jersey.
- The 2 principal advisors each have over 40 years in the financial services industry.
- Our expertise is in asset and wealth management as well as coordination of tax management, risk management, debt management and estate planning.
- The Client Service Manager delivers a wide range of critical client support to the advisor and principal teams and helps to provide the resources and guidance [ firm’s ] clients need to achieve their financial goals.
- Duties are varied and can include: supporting the preparation of financial plans and reviews; executing investment transactions; scheduling and organizing meetings; responding to client inquiries and maintaining and updating client files.
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