Base: $75,820.00 - $89,200.00; bonus/equity: not s...
Hybrid
Investment services account management
Client relationship management
Regulatory and legal requirements
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes
Job Summary
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes.
Serves as one of the client’s primary contacts, delivering a high level of customer service and is responsible for retention and expansion of relationship revenue as well as expense management.
The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.
Matching Summary
Responsible for the management and oversight of Investment Services accounts of various sizes established by clients for various purposes.