Description:
As a Client Service Manager, you will collaborate directly with a primary financial advisor to enhance the overall client experience. Your responsibilities will include managing client communications, coordinating appointments, processing administrative tasks, and executing trade orders. This licensed position requires interaction with clients, accepting trade orders, and executing them under the advisor's guidance. You will report to the Operations Manager and take direction from individual advisors.
| Organization | The Job Network |
| Industry | Management Jobs |
| Occupational Category | Client Service Manager |
| Job Location | Minnesota,USA |
| Shift Type | Morning |
| Job Type | Full Time |
| Gender | No Preference |
| Career Level | Intermediate |
| Experience | 2 Years |
| Posted at | 2024-04-27 11:48 am |
| Expires on | 2025-01-21 |