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Client Relationship Manager
hace 4 semanas
Mindspring Partners Llc is seeking a skilled Client Relationship Specialist to support the wealth management team.
Key Responsibilities:- Client Onboarding: Prepare new account paperwork and gather client information.
- Account Maintenance: Ensure accurate and reliable portfolio data in the portfolio management system.
- Quarterly Billing and Performance Reporting: Assist with billing and reporting tasks.
- Relationship Management: Build and maintain strong relationships with clients.
- General Administrative Functions: Perform various administrative tasks as needed.
- Bachelor's Degree
- 3+ years of related experience
- FINRA Series 7 and 66 required
- Proficient in Microsoft applications
- Advent Portfolio Exchange and Moxy Order Management system experience a plus
Mindspring Partners Llc is a dynamic and growing wealth management firm. We offer a collaborative and supportive work environment, with opportunities for professional growth and development.
