A registered investment advisory firm in Chicago is looking for a Client Service Manager. This full-time role involves developing and maintaining relationships with clients, assisting with the onboarding process, and supporting Advisors with their operations. The ideal candidate will have a Bachelor's degree in finance, along with 2-3 years of relevant experience. Comprehensive benefits are provided including paid holidays, medical insurance, and a 401k match.
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Client Services Manager, Wealth Advisory
Moneta · Chicago, IL, USA ·
- Pay:
- 60.000 - 80.000
- Job type:
- Full Time