Private Wealth Client Services Lead | Equity Eligible
CCM ADMINISTRATIVE SERVICES LLC
CCM ADMINISTRATIVE SERVICES LLC in Atlanta, Georgia is seeking an Associate Director for Private Wealth Client Services. The ideal candidate will have over 5 years managing the administrative needs of high net worth clients, ensuring superior service and retention through relationship building. Responsibilities include onboarding clients, managing multi-custodial relationships, and preparing investment documentation. Strong communication skills and attention to detail are vital, along with familiarity with Salesforce and custodial platforms. #J-18808-Ljbffr CCM ADMINISTRATIVE SERVICES LLC
Vacancy posted 1 day ago
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