Investment client service manager
Webster Grovesadecco
...Experience working with major custodians (Fidelity, or TD, Pershing, Schwab). Professional designations or progress toward them (CFP, Series 65, or CFA, CIMA). Familiarity with financial planning software (eMoney, MoneyGuidePro).Key Competencies: Client-focused mindset with strict fiduciary ethics. Exceptional organizational [...]
Category Banking, Insurance, Finance & Accountancy
4 days ago in Adecco