Investment client service manager
Webster Grovesadecco
...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 simultaneously.Preferred Knowledge of fiduciary standards and fee-only advisory [...]
Category Banking, Insurance, Finance & Accountancy
5 days ago in Adecco