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Client Services Manager – Wealth Management

OneGroup · Buffalo, NY, USA ·

Pay:
66.000 - 108.804
Job type:
Full Time

A financial services company in Buffalo, NY, seeks a Client Service Manager to ensure exceptional client experiences by coordinating account servicing and providing operational support. Ideal candidates should have 3-7 years in wealth management, strong knowledge of custodial platforms, and excellent communication skills. This position offers competitive compensation and benefits, including medical, dental, 401K, and more. The role emphasizes client relationship management and adherence to compliance standards.
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