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The Association of Technology, Management and Applied Engineering

Wealth Management Client Services Lead

The Association of Technology, Management and Applied Engineering, Alpharetta, Georgia, United States, 30239

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A leading wealth management firm in Alpharetta, Georgia is seeking a Market Client Relationship Manager to oversee service delivery and manage a team focused on exceptional client service. The role requires a minimum of 5 years of experience and specific financial licenses. Candidates should have strong leadership, risk management, and customer service skills, along with knowledge of various investment products. This position is integral to driving growth and maintaining compliance in a fast-paced environment. #J-18808-Ljbffr