Posted in Other 7 days ago.
Location: Warrington, Pennsylvania
Location: Warrington, PA
Salary: $70,000.00 USD Annually - $90,000.00 USD Annually
Description:
Our client is currently seeking a Client Services Manager (CSM) - Financial Planning to join their rapidly growing wealth management firm. This boutique financial planning firm is dedicated to providing personalized and comprehensive wealth management services to individuals, families, and businesses.
The ideal candidate will be client service orientated, and have experience in the financial services industry. They will be responsible for office administrative support, maintaining databases of clients, all aspects of business processing, including account maintenance, cashiering, asset movement and more.
Essential Duties and Responsibilities:
Polysciences, Inc.
|
Polysciences, Inc.
|
Pennoni
|