Client Services Manager - Wealth Advisory
Socket.dev
Socket.dev is seeking a Client Service Manager to oversee client services administration and account management, ensuring strong client relationships and seamless onboarding. The role emphasizes collaboration with the Wealth Advisor team and adherence to industry ethics. The candidate should have a bachelor’s degree and 2+ years in financial services or high net worth client service, with proficiency in Salesforce and Orion Advisor Services, and strong communication skills. #J-18808-Ljbffr Socket.dev
Vacancy posted 2 days ago
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