Client Service Assistant
Listing sourced from adzuna on 6/26/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Coordinates marketi…
Salary Context for Product Manager
The US national median for Product Manager is $138,360.
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