Our shopper is a prestigious Registered Funding Advisor that was based over 20 years in the past. They handle portfolios totaling over $three billion for people, retirement accounts, trusts, household workplaces, firms, endowments and foundations and are at present within the midst of a multi yr progress plan. They’re on the lookout for a Client Service Manager who will probably be becoming a member of their Client Relations Workforce. This individual can be answerable for representing the firm to their present clientele and help the planning and execution of the companies progress technique. The perfect individual has four+ years expertise in a Monetary Advisory or Client Service place within the excessive internet value particular person or institutional clientele area inside monetary providers. Wonderful communication expertise in addition to a heat character are extremely most popular. FINRA licenses (Collection 6, 7, 63, 65 or 66) are an requirement. This can be a very distinctive alternative in a firm that’s recognized for its welcoming tradition and top quality setting. They provide nice progress alternatives, wonderful compensation and advantages package deal and good work/life stability. To be thought-about for this chance kindly submit your resume to Lisa.Friedrich@roberthalffs.com |
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