Investment client service manager
Webster Grovesadecco
...service.Qualifications:Required Bachelor’s degree in finance, business, economics, or related field. 3+ years of experience in client service within an RIA, wealth management, or investment-related environment. Strong understanding of investment accounts (IRAs, taxable, trusts), custodial processes, and financial products [...]
Category Banking, Insurance, Finance & Accountancy
7 days ago in Adecco