A financial services firm in Buffalo, NY is seeking a Client Service Manager to provide operational support to clients and advisors. The ideal candidate should have 3-7 years of experience in wealth management and strong knowledge of custodial platforms. Responsibilities include client onboarding, compliance management, and process improvement. This position offers competitive compensation and a range of benefits including medical and retirement plans.
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Client Services Manager – Wealth Management
Benefit Plans Administrative Services, Inc. · Buffalo, NY, USA ·
- Pay:
- 66.000 - 108.804
- Job type:
- Full Time