Wealth Client Services Lead
Retirement Resource Center, LLC.
The Investment Counsel Company (ICC) is seeking a Client Services Manager to be the primary contact for high-net-worth clients, collaborating with Investment Consultants, trading/research professionals, and leadership to deliver accurate, personalized service. You will manage client requests, onboarding, and ongoing relationship management, prepare materials for client meetings, monitor daily activity, and support transfer of funds and account transitions in a fast-paced, team-driven environment. #J-18808-Ljbffr Retirement Resource Center, LLC.
Vacancy posted 1 day ago
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