Investment client service manager
Webster Grovesadecco
...firm processes.Onboarding and Account Administration Manage client onboarding, including data collection, paperwork, custodial account setup, and transfer of assets. Ensure documentation adheres to regulatory and firm compliance standards. Maintain accurate and up-to-date client records in CRM and portfolio systems.Investment [...]
Category Banking, Insurance, Finance & Accountancy
10 days ago in Adecco