Senior Client Manager – Financial Services & Trading Support
Listed on 2026-11-05
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Finance & Banking
Wealth Management, Financial Services, Banking & Finance, Financial Sales
Robert Hess Search Group is seeking a Client Manager (Senior Client Service Specialist) to support Financial Advisors by handling account openings, maintenance, and extensive client service. The role requires SIE and Series 7 licenses.
You will work with CRM dashboards, place trades, review distributions, and coordinate with advisors on account changes while ensuring regulatory compliance. A college degree and 5+ years in finance or administrative roles are preferred.
For the Senior Client Manager – Financial Services & Trading Support position at Robert Hess Search Group, we are reviewing applications now.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Client Manager – Financial Services & Trading Support role in the description above.
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