Investment client service manager
Webster Grovesadecco
...custodial processes, and financial products common to fee-only advisory firms. Proficiency with CRM systems (Salesforce, Redtail, Wealthbox) and portfolio management software (Orion, Tamarac, Black Diamond). Excellent verbal and written communication skills. High attention to detail and ability to manage multiple workflows [...]
Category Banking, Insurance, Finance & Accountancy
12 days ago in Adecco