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Client Services Lead
InvestCloudOct2024
Warren Township, NJ
Category
Finance
Apply for Job
Job Description
The Client Services Lead will be responsible for establishing and maintaining internal and external client relationships, managing client inquiries, and leading client-facing calls. The role requires a strong understanding of wealth management/managed accounts operations and/or technology, as well as expertise in portfolio accounting/portfolio management/trading platforms. The ideal candidate will have a Bachelor's degree, 10+ years of financial services experience, and 8+ years of client-facing experience.
Requirements
Bachelor's degree
10+ years of financial services experience
8+ years of client-facing experience
Expertise in wealth management/managed accounts operations and/or technology
Knowledge of portfolio accounting/portfolio management/trading platforms
Technical skills in Excel, PowerPoint, Word
Benefits
Medical/Rx insurance
Dental insurance
Vision insurance
Disability insurance
Life/AD&D insurance
Flexible Savings Account (FSA)
Health Savings Account (HSA)
Employee Assistance Plan (EAP)
Health advocacy
Voluntary ancillary plans
401(k) retirement savings plan with company match
Paid time off
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