Client Services/Operations Team Lead - RIA
Masis Professional Group
My client, an established RIA in CT is seeking an experienced Relationship Manager with a strong industry background and knowledge of Fidelity and Pershing systems. This is a new role that has a career track to management. Operations Council Lead – ability to review/write policies Primary RM Backup –managing high volume overflow (RMDs, large client onboarding, etc) Train new RMs and AFAs Primary for all Asset Movements Research and respond to margin calls, debits, NSF and other high level alerts Point of contact for Custodians on Operational Issues Review Custodial bulletins and distribute information as appropriate Point of contact for House/Terminated Accounts Series 65 preferred or needs to obtain within 6 months of hire #J-18808-Ljbffr Masis Professional Group
Vacancy posted 3 days ago
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