Investment client service manager
Webster Grovesadecco
...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 collection, paperwork, custodial account setup, and transfer of assets. Ensure [...]
Category Banking, Insurance, Finance & Accountancy
27 days ago in Adecco