Lead Client Services Manager, Private Wealth
abColumbus, OH
Lead Client Services Manager, Private Wealth
abColumbus, OHMid L4
Portfolio Management and Investment AdviceTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
APPLY NOWBernstein Private Wealth Management seeks a manager of customer services to join its wealth management office in San Francisco. The role oversees client service capabilities and supports Advisors and teams to maintain excellent service delivery. Responsibilities include recruiting and developing teams, aligning with portfolio management, legal, and operations, and ensuring risk controls and due diligence. The ideal candidate has a Bachelor's degree, 3+ years of managerial experience, and will
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Level
Mid L4
Location
Columbus, OH
Occupation
Personal Service Managers, All Other
Industry
Portfolio Management and Investment Advice
Posted
yesterday