Linscomb Wealth - Client Service Associate Manager
Description Summary: Responsible for managing the firm’s Client Service team, including its staff, daily operations, as well as team engagement with clients and other internal firm departments. Client Responsibilities Works with clients to open and/or service portfolio accounts per request of Wealth Advisor Attend meetings with clients as needed Team Responsibilities Develop and refine practice standards for the area of Client Service, working with the team to create and...
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