Investment client service manager
Webster Grovesadecco
...responsive, and fiduciary-centered service. Coordinate and prepare materials for client meetings (reports, performance summaries, planning documents). Respond to client inquiries regarding accounts, investments, workflows, and firm processes.Onboarding and Account Administration Manage client onboarding, including data [...]
Category Banking, Insurance, Finance & Accountancy
1 day ago in Adecco