Private Client Service Sr. Client Manager - Birmingham

Only for registered members Birmingham, United States

1 month ago

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Job summary

This role involves overseeing client accounts, managing insurance policies, and providing exceptional service to clients.

Responsibilities

* Oversee and manage client accounts* Act as primary point of contact for clients* Conduct thorough analysis of clients' insurance needs* Complete and review insurance applications

Qualifications

* Bachelor's degree in finance or business* Minimum 7+ years of experience in financial advisory or wealth management preferred*
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