A regional financial services provider in Buffalo is seeking a Client Service Manager to support clients and advisors with exceptional service. The ideal candidate will have 3-7 years of experience in wealth management or brokerage firms, strong knowledge of custodial platforms, and excellent communication skills. This role involves coordinating account servicing, onboarding, and ensuring compliance. Competitive compensation includes benefits like paid holidays, medical insurance, and a 401K plan.
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Client Services Manager – Wealth Management
Community Bank NA · Buffalo, NY, USA ·
- Pay:
- 66.000 - 108.804
- Job type:
- Full Time