Bernstein 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

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