CyberCoders Client Services Manager - Financial Analysis, planning, wealth in Redondo Beach, California
Client Services Manager - Financial Analysis, planning, wealth Client Services Manager - Financial Analysis, planning, wealth - Skills Required - Financial Analysis, Financial Planning, Investments, Wealth Management, Client Services, $1M+ Portfolios (Individual), Individual Wealth Management (Strongly Pregerred), Charles Schwab (Preferred), Fidelity (Preferred)
Based in the south bay of LA, we are a high-level wealth management firm that is looking for a new Client Service Manager with the ability to be the first contact to the clients of one of our senior partners. If this sounds up your alley, keep on reading!
Top Reasons to Work with Us
Competitive Base Salary ( up to $100k base + bonus, depending on experience)
Comprehensive Benefits Package
Join a well established, growing wealth firm with a great reputation in wealth management
What You Will Be Doing
Serve as first point of contact to a portfolio of clients
Account maintenance (opening new accounts, TOAs, managing transactions, address changes, etc.)
Respond to service issues timely & accurately
Maintain client and practice management data
What You Need for this Position
At Least 3 Years of experience and knowledge of:
Serving clients in the $1M+ range
Apply now (strongly suggested) or send your resume to firstname.lastname@example.org
Applicants must be authorized to work in the U.S.
CyberCoders, Inc is proud to be an Equal Opportunity Employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or any other characteristic protected by law.
Your Right to Work – In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire.
Client Services Manager - Financial Analysis, planning, wealth CA-Redondo Beach DK1-CSM-Finance2