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Wealth Client Service Manager — Custody
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-06-05
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. is seeking a Client Service Manager I / II in Smithfield, RI to support Registered Investment Advisors. This role focuses on delivering exceptional client service, managing operational issues, and maintaining high client satisfaction. Candidates should have a Bachelor's degree and 5+ years of relevant experience, including the required Series 7 license.
The position emphasizes collaboration, analytical thinking, and the capability to drive innovation while fostering strong client relationships.
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