Investment client service manager
Webster Grovesadecco
...wealth management, or investment-related environment. Strong understanding of investment accounts (IRAs, taxable, trusts), 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 [...]
Category Banking, Insurance, Finance & Accountancy
2 days ago in Adecco