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Wealth Client Manager III - Custody
Job in
Smithfield, Providence County, Rhode Island, 02917, USA
Listed on 2026-06-08
Listing for:
Soteria Reinsurance Ltd.
Full Time
position Listed on 2026-06-08
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Soteria Reinsurance Ltd. seeks a Client Service Manager III to provide dedicated service to Registered Investment Advisors (RIAs) in the Premium segment. This role demands handling complex client relationships and operational needs.
The ideal candidate will possess strong leadership skills and a client-first mindset, with a minimum of 5 years in financial services. Proficiency in Microsoft Office and a Series 7 license are essential. This role offers a collaborative team environment focused on service excellence.
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